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 LLC3 years Filed as: CETERA Service code 27 P.O. BOX 14474 · DES MOINES, IA 50306 | Advisory (Plan) | $11,837 |
Employer contribution per participant 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 | $130,097 | $84,487+54.0% | $125,339+3.8% | $66,914+94.4% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | 0.14% | -8.39%+8.5pp | 572.05%-571.9pp | 1.58%-1.4pp |
| Employer contribution / active EE | $341 | $3,553-90.4% | $4,814-92.9% | $2,544-86.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $45 | $685-93.4% | $10,010-99.6% | $593-92.4% |