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 LLC4+ years Service code 61 · EIN 47-0826838 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,401 |
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 | $64,663 | $45,382+42.5% | $154,107-58.0% | $75,289-14.1% |
| Participation rate | 81.7% | 65.9%+15.8pp | 83.0%-1.4pp | 72.4%+9.2pp |
| Annual return | -4.19% | -0.47%-3.7pp | 735.12%-739.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $2,755 | $1,533+79.7% | $5,298-48.0% | $2,405+14.6% |
| Participant deferral / active EE | $5,842 | $2,384+145.0% | $5,081+15.0% | $3,739+56.3% |
| Admin fee / account holder | -$4 | $89-104.0% | $13,411-100.0% | $102-103.5% |