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 | $167,523 |
ALLSTATE FINANCIAL SERVICES LLC3+ 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 | $66,620 | $44,989+48.1% | $170,442-60.9% | $77,958-14.5% |
| Participation rate | 81.6% | 64.6%+17.0pp | 83.6%-2.0pp | 71.6%+9.9pp |
| Annual return | 17.86% | 19.61%-1.8pp | 205.93%-188.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $2,582 | $1,466+76.1% | $5,433-52.5% | $2,310+11.8% |
| Participant deferral / active EE | $5,482 | $2,208+148.3% | $4,939+11.0% | $3,537+55.0% |
| Admin fee / account holder | $33 | $69-52.6% | $13,880-99.8% | $97-66.5% |