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) | $13,338 |
AZALEA ADMINISTRATION LLC3 years Filed as: AZALEA ADMINISTRATION, LLC Service code 13 · EIN 27-0711617 | Contract Administrator | $2,507 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,369 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,097 | $76,670-51.6% | $96,683-61.6% | $71,457-48.1% |
| Participation rate | 69.2% | 66.6%+2.6pp | 74.3%-5.2pp | 67.9%+1.2pp |
| Annual return | 14.99% | 48.29%-33.3pp | 35.69%-20.7pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,936 | $3,031-36.2% | $3,737-48.2% | $2,588-25.2% |
| Participant deferral / active EE | $3,833 | $3,771+1.7% | $4,878-21.4% | $4,289-10.6% |
| Admin fee / account holder | $185 | $2,028-90.9% | $6,730-97.3% | $1,587-88.3% |