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 CORP9+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $72,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,487 | $29,548-20.5% | $56,411-58.4% | $77,643-69.7% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 12.30% | 19.01%-6.7pp | 1701.33%-1689.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,403 | $568+147.1% | $1,039+35.0% | $2,726-48.5% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,952-100.0% | $4,647-100.0% |
| Admin fee / account holder | $174 | $1,046-83.4% | $2,829-93.9% | $430-59.7% |