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 10-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 GROUP2 years Filed as: CORNERSTONE WEALTH MANAGEMENT INC. Service code 27 · EIN 26-4565347 2950 E HARMONY RD STE 395 · FORT COLLINS, CO 80528 | Advisory (Plan) | $20,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,408 | $61,156+199.9% | $185,823-1.3% | $79,386+131.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 16.59% | 19.45%-2.9pp | 122.05%-105.5pp | 116.85%-100.3pp |
| Employer contribution / active EE | $9,372 | $2,321+303.9% | $5,167+81.4% | $2,427+286.1% |
| Participant deferral / active EE | $6,893 | $2,789+147.2% | $5,568+23.8% | $4,046+70.4% |
| Admin fee / account holder | $262 | $710-63.1% | $16,237-98.4% | $626-58.2% |