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) | $16,665 |
AZALEA ADMINISTRATION LLC4 years Filed as: AZALEA ADMINISTRATION, LLC Service code 13 · EIN 27-0711617 | Contract Administrator | $3,007 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,194 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $1,229 |
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 | $44,363 | $80,724-45.0% | $103,333-57.1% | $74,495-40.4% |
| Participation rate | 62.4% | 65.7%-3.3pp | 74.5%-12.1pp | 67.2%-4.8pp |
| Annual return | 11.29% | 27.56%-16.3pp | 24.88%-13.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,058 | $3,157-34.8% | $3,868-46.8% | $2,623-21.5% |
| Participant deferral / active EE | $4,006 | $3,860+3.8% | $5,057-20.8% | $4,346-7.8% |
| Admin fee / account holder | $279 | $2,368-88.2% | $8,355-96.7% | $1,942-85.6% |