See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP3 years Filed as: CORNERSTONE WEALTH ADVISORS, INC Service code 99 | Other Fees | $19,163 |
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE WEALTH ADVSIORS, INC Service code 99 · EIN 27-4371298 | Other Fees | $0 |
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 | $19,005 | $100,923-81.2% | $150,045-87.3% | $74,304-74.4% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.3%+10.3pp | 60.3%+32.2pp |
| Annual return | 26.51% | 51.77%-25.3pp | 62.55%-36.0pp | 29.43%-2.9pp |
| Employer contribution / active EE | $1,662 | $3,463-52.0% | $4,693-64.6% | $2,241-25.9% |
| Participant deferral / active EE | $3,069 | $6,709-54.3% | $7,997-61.6% | $3,767-18.5% |
| Admin fee / account holder | $233 | $2,767-91.6% | $13,435-98.3% | $2,969-92.1% |