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 |
|---|---|---|
ALLWORTH FINANCIAL1 year Service code 27 529 WASHINGTON BLVD. · SEA GIRT, NJ 08750 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,666 | $55,415+426.3% | $155,509+87.6% | $74,495+291.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.06% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $10,631 | $2,267+368.9% | $4,672+127.5% | $2,623+305.3% |
| Participant deferral / active EE | $7,137 | $2,836+151.6% | $5,626+26.8% | $4,346+64.2% |
| Admin fee / account holder | $901 | $1,738-48.1% | $15,912-94.3% | $1,942-53.6% |