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 GROUP1 year Filed as: CORNERSTONE WEALTH ADVISORS, INC. Service code 27 · EIN 27-4371298 | Advisory (Plan) | $30,234 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,651 | $92,985-17.6% | $153,485-50.1% | $80,856-5.2% |
| Participation rate | 86.4% | 69.0%+17.5pp | 77.1%+9.4pp | 67.6%+18.8pp |
| Annual return | 11.43% | 19.95%-8.5pp | 15.65%-4.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,692 | $3,507-23.2% | $5,039-46.6% | $2,755-2.3% |
| Participant deferral / active EE | $12,147 | $5,178+134.6% | $6,757+79.8% | $4,296+182.8% |
| Admin fee / account holder | $234 | $8,880-97.4% | $12,724-98.2% | $6,918-96.6% |