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 GROUP2 years Filed as: CORNERSTONE WEALTH ADVISORS, INC Service code 99 · EIN 27-4371298 | Other Fees | $14,389 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,034 | $101,317-85.2% | $146,958-89.8% | $74,495-79.8% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.6pp |
| Annual return | 13.05% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,818 | $3,810-52.3% | $4,933-63.1% | $2,623-30.7% |
| Participant deferral / active EE | $3,903 | $7,303-46.6% | $8,070-51.6% | $4,346-10.2% |
| Admin fee / account holder | $242 | $1,739-86.1% | $12,998-98.1% | $1,942-87.5% |