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 GROUP1 year Service code 99 · EIN 82-2502694 | Other Fees | $7,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,833 | $123,793-69.4% | $177,821-78.7% | $79,858-52.6% |
| Participation rate | 47.3% | 84.7%-37.4pp | 87.7%-40.5pp | 69.6%-22.4pp |
| Annual return | 11.04% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,742 | $4,095-57.5% | $5,918-70.6% | $2,471-29.5% |
| Participant deferral / active EE | $3,391 | $5,956-43.1% | $7,714-56.0% | $3,740-9.3% |
| Admin fee / account holder | $333 | $7,243-95.4% | $12,427-97.3% | $5,306-93.7% |