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 ADVISORS ASSET MGMT3+ years Filed as: CORNERSTONE ADVISORS INC. Service code 26 · EIN 91-2109677 | Advisory (Participants) | $43,969 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 | Recordkeeping | $32,645 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $7,991 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,422 | $46,297+67.2% | $71,671+8.0% | $62,292+24.3% |
| Participation rate | 93.1% | 60.6%+32.4pp | 68.7%+24.3pp | 69.5%+23.5pp |
| Annual return | 13.00% | 22.32%-9.3pp | 20.65%-7.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $694 | $1,412-50.8% | $2,460-71.8% | $2,042-66.0% |
| Participant deferral / active EE | $814 | $2,235-63.6% | $3,438-76.3% | $3,169-74.3% |
| Admin fee / account holder | $470 | $461+2.0% | $5,558-91.5% | $479-1.9% |