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 CORP6+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $66,468 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,272 | $30,555-14.0% | $80,716-67.5% | $86,799-69.7% |
| Participation rate | 100.0% | 37.2%+62.8pp | 54.2%+45.8pp | 72.3%+27.7pp |
| Annual return | 24.27% | 30.35%-6.1pp | 87.28%-63.0pp | 97.91%-73.6pp |
| Employer contribution / active EE | $1,415 | $472+199.7% | $1,160+22.0% | $2,405-41.2% |
| Participant deferral / active EE | $0 | $1,050-100.0% | $2,146-100.0% | $4,131-100.0% |
| Admin fee / account holder | $182 | $135+34.0% | $3,380-94.6% | $170+7.1% |