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 |
|---|---|---|
ALLSTATE FINANCIAL SERVICES LLC3+ years Service code 55 · EIN 47-0826838 | Other Commissions | $24,977 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $10,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,827 | $48,064-27.5% | $78,778-55.8% | $69,631-50.0% |
| Participation rate | 38.1% | 61.6%-23.5pp | 69.2%-31.1pp | 70.7%-32.6pp |
| Annual return | 44.30% | 21.81%+22.5pp | 35.62%+8.7pp | 27571.02%-27526.7pp |
| Employer contribution / active EE | $1,050 | $744+41.3% | $1,986-47.1% | $2,032-48.3% |
| Participant deferral / active EE | $2,096 | $2,079+0.8% | $2,958-29.1% | $3,224-35.0% |
| Admin fee / account holder | $68 | $152-55.5% | $5,134-98.7% | $110-38.7% |