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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA Service code 27 P.O. BOX 14474 · DES MOINES, IA 50306 | Advisory (Plan) | $13,522 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,133 | $104,475+42.7% | $159,436-6.5% | $79,386+87.9% |
| Participation rate | 99.5% | 76.6%+22.9pp | 82.8%+16.7pp | 70.7%+28.8pp |
| Annual return | 7.34% | 67.95%-60.6pp | 263.57%-256.2pp | 116.85%-109.5pp |
| Employer contribution / active EE | $2,316 | $3,417-32.2% | $4,829-52.0% | $2,427-4.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $58 | $711-91.9% | $10,799-99.5% | $626-90.8% |