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 CORP4+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,896 | $25,302-21.4% | $74,701-73.4% | $67,579-70.6% |
| Participation rate | 99.7% | 37.8%+61.9pp | 54.5%+45.3pp | 71.3%+28.5pp |
| Annual return | 3.54% | 10291.17%-10287.6pp | 752.92%-749.4pp | 378.56%-375.0pp |
| Employer contribution / active EE | $1,079 | $446+141.7% | $1,084-0.4% | $2,148-49.8% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,964-100.0% | $3,539-100.0% |
| Admin fee / account holder | $147 | $108+36.3% | $3,333-95.6% | $142+3.1% |