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 8-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 |
|---|---|---|
ALLSTATE FINANCIAL SERVICES LLC2+ years Service code 55 · EIN 47-0826838 | Other Commissions | $62,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,776 | $34,242-4.3% | $76,523-57.2% | $75,289-56.5% |
| Participation rate | 41.5% | 43.9%-2.4pp | 68.0%-26.5pp | 72.4%-31.0pp |
| Annual return | -6.14% | -0.98%-5.2pp | -0.27%-5.9pp | -0.04%-6.1pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,073 | $1,872+10.7% | $3,835-45.9% | $3,739-44.5% |
| Admin fee / account holder | $11 | $112-89.8% | $4,848-99.8% | $102-88.8% |