See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLWORTH FINANCIAL3 years Service code 26 3017 DOUGLAS BLVD., STE. 140 · ROSEVILLE, CA 95661 | Advisory (Participants) | $15,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,851 | $49,451-57.8% | $79,550-73.8% | $66,914-68.8% |
| Participation rate | 51.3% | 61.3%-10.0pp | 69.5%-18.2pp | 69.8%-18.5pp |
| Annual return | -17.33% | 84.25%-101.6pp | 0.16%-17.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,117 | $1,266-11.8% | $2,413-53.7% | $2,544-56.1% |
| Participant deferral / active EE | $2,160 | $3,159-31.6% | $3,985-45.8% | $4,237-49.0% |
| Admin fee / account holder | $111 | $595-81.3% | $6,832-98.4% | $593-81.3% |