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 CORP7+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $74,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,503 | $30,086-25.2% | $61,373-63.3% | $64,808-65.3% |
| Participation rate | 98.5% | 36.4%+62.2pp | 52.6%+46.0pp | 71.5%+27.1pp |
| Annual return | -10.96% | -13.99%+3.0pp | 338.61%-349.6pp | 32.82%-43.8pp |
| Employer contribution / active EE | $1,341 | $536+150.1% | $1,159+15.7% | $2,506-46.5% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,310-100.0% |
| Admin fee / account holder | $198 | $148+33.9% | $2,130-90.7% | $188+5.6% |