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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP5+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $61,511 |
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 | $20,117 | $29,369-31.5% | $77,482-74.0% | $73,409-72.6% |
| Participation rate | 99.5% | 37.9%+61.5pp | 54.2%+45.3pp | 72.2%+27.3pp |
| Annual return | 1.35% | 358.15%-356.8pp | 54.79%-53.4pp | 59.29%-57.9pp |
| Employer contribution / active EE | $1,177 | $406+189.9% | $986+19.3% | $2,234-47.3% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,805-100.0% |
| Admin fee / account holder | $148 | $123+20.6% | $2,858-94.8% | $158-6.3% |