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 5-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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CO 94903 | Advisory (Plan) | $28,222 |
Filed as: CORNERSTONE REITRMENT PLAN ADMIN. Service code 13 | Contract Administrator | $2,822 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMN Service code 13 · EIN 27-1207016 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Contract Administrator | $2,325 |
Filed as: EMPOWER ANNUNITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,652 | $89,265-67.9% | $86,436-66.9% | - |
| Participation rate | 96.4% | 72.3%+24.1pp | 80.3%+16.1pp | - |
| Annual return | -3.42% | 5.21%-8.6pp | 4394.89%-4398.3pp | - |
| Employer contribution / active EE | $5,339 | $2,858+86.8% | $3,769+41.7% | - |
| Participant deferral / active EE | $12,050 | $6,641+81.4% | $6,952+73.3% | - |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,731-100.0% | - |