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 FINANCIAL2 years 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.)
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 | $326,127 | $49,915+553.4% | $154,803+110.7% | $74,304+338.9% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 13.48% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-15.9pp |
| Employer contribution / active EE | $11,349 | $1,611+604.4% | $4,305+163.6% | $2,241+406.4% |
| Participant deferral / active EE | $7,233 | $2,255+220.8% | $5,540+30.6% | $3,767+92.0% |
| Admin fee / account holder | $1,349 | $2,189-38.4% | $14,329-90.6% | $2,969-54.6% |