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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,774 |
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE WEALTH ADVISORS, INC. Service code 15 · EIN 27-4371298 | Recordkeeping | $11,934 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,988 | $50,982-62.8% | $154,803-87.7% | $85,563-77.8% |
| Participation rate | 72.9% | 59.8%+13.1pp | 78.1%-5.2pp | 66.0%+6.9pp |
| Annual return | 12.73% | 30.35%-17.6pp | 58.88%-46.1pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,805 | $1,708+5.7% | $4,305-58.1% | $2,654-32.0% |
| Participant deferral / active EE | $2,322 | $2,474-6.1% | $5,540-58.1% | $4,375-46.9% |
| Admin fee / account holder | $81 | $846-90.5% | $14,329-99.4% | $834-90.3% |