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 |
|---|---|---|
Filed as: CETERA Service code 27 P.O. BOX 14474 · DES MOINES, IA 50306 | Advisory (Plan) | $6,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,000 | $99,957+55.1% | $149,696+3.5% | $73,488+110.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 43.67% | 53.87%-10.2pp | 276.60%-232.9pp | 28.51%+15.2pp |
| Employer contribution / active EE | $2,293 | $3,191-28.1% | $4,644-50.6% | $2,270+1.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $33 | $551-94.0% | $9,309-99.6% | $513-93.6% |