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 CORP8+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $66,470 |
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 | $21,567 | $26,114-17.4% | $58,482-63.1% | $74,419-71.0% |
| Participation rate | 100.0% | 32.1%+67.9pp | 50.9%+49.1pp | 70.7%+29.3pp |
| Annual return | 9.47% | 32.51%-23.0pp | 4239.32%-4229.8pp | 34.38%-24.9pp |
| Employer contribution / active EE | $968 | $536+80.7% | $1,053-8.1% | $2,637-63.3% |
| Participant deferral / active EE | $0 | $1,075-100.0% | $1,924-100.0% | $4,528-100.0% |
| Admin fee / account holder | $161 | $649-75.3% | $2,516-93.6% | $348-53.8% |