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 10-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 MANAGEMENT INC. Service code 27 · EIN 26-4565347 2950 E HARMONY RD STE 395 · FORT COLLINS, CO 80528 | Advisory (Plan) | $23,604 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $170,708 | $58,879+189.9% | $178,490-4.4% | $73,488+132.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.77% | 24.86%-3.1pp | 151.07%-129.3pp | 28.51%-6.7pp |
| Employer contribution / active EE | $8,326 | $2,236+272.4% | $5,011+66.2% | $2,270+266.8% |
| Participant deferral / active EE | $6,112 | $2,567+138.1% | $5,202+17.5% | $3,740+63.4% |
| Admin fee / account holder | $278 | $400-30.4% | $13,984-98.0% | $513-45.7% |