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 CORP3+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,092 | $23,224-17.8% | $71,086-73.1% | $55,725-65.7% |
| Participation rate | 100.0% | 37.9%+62.1pp | 54.7%+45.3pp | 70.9%+29.1pp |
| Annual return | 8.80% | -2.87%+11.7pp | 650.59%-641.8pp | 244.93%-236.1pp |
| Employer contribution / active EE | $1,112 | $436+154.9% | $1,088+2.2% | $2,078-46.5% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,874-100.0% | $3,356-100.0% |
| Admin fee / account holder | $142 | $118+20.1% | $3,082-95.4% | $115+23.0% |