See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE WEALTH ADVISORS, INC Service code 99 · EIN 27-4371298 | Other Fees | $9,603 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,622 | $91,407-87.3% | $135,903-91.4% | $71,457-83.7% |
| Participation rate | 98.5% | 75.7%+22.8pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 19.76% | 29.90%-10.1pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,377 | $3,703-35.8% | $4,856-51.1% | $2,588-8.2% |
| Participant deferral / active EE | $3,441 | $7,092-51.5% | $7,758-55.7% | $4,289-19.8% |
| Admin fee / account holder | $119 | $1,266-90.6% | $10,762-98.9% | $1,587-92.5% |