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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,725 |
AZALEA ADMINISTRATION LLC2 years Filed as: AZALEA ADMINISTRATION, LLC Service code 13 · EIN 27-0711617 | Contract Administrator | $1,246 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $707 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,566 | $64,119-55.4% | $112,228-74.5% | $66,914-57.3% |
| Participation rate | 75.5% | 68.5%+7.0pp | 75.1%+0.4pp | 69.8%+5.7pp |
| Annual return | -13.95% | -13.81%-0.1pp | 27.45%-41.4pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,099 | $3,005-30.1% | $3,635-42.2% | $2,544-17.5% |
| Participant deferral / active EE | $3,939 | $3,693+6.7% | $4,728-16.7% | $4,237-7.0% |
| Admin fee / account holder | $138 | $625-77.9% | $6,410-97.8% | $593-76.7% |