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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,570 |
ALLSTATE FINANCIAL SERVICES LLC2+ years Service code 61 · EIN 47-0826838 | Finders' fees / placement fees | $0 |
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 | $52,404 | $43,110+21.6% | $156,549-66.5% | $65,292-19.7% |
| Participation rate | 81.3% | 69.3%+12.0pp | 84.0%-2.7pp | 72.4%+8.9pp |
| Annual return | 9.35% | 11.24%-1.9pp | 32.23%-22.9pp | 11.84%-2.5pp |
| Employer contribution / active EE | $2,584 | $1,702+51.8% | $5,501-53.0% | $2,302+12.3% |
| Participant deferral / active EE | $5,201 | $2,520+106.4% | $4,871+6.8% | $3,579+45.3% |
| Admin fee / account holder | $14 | $47-70.9% | $13,027-99.9% | $57-76.1% |