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: AZALEA ADMINISTRATION Service code 14 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618 | Plan Administrator | $1,380 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CT 06144 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,579 | $23,224-41.5% | $71,086-80.9% | $55,725-75.6% |
| Participation rate | 42.2% | 37.9%+4.3pp | 54.7%-12.5pp | 70.9%-28.7pp |
| Annual return | -9.27% | -2.87%-6.4pp | 650.59%-659.9pp | 244.93%-254.2pp |
| Employer contribution / active EE | $141 | $436-67.6% | $1,088-87.0% | $2,078-93.2% |
| Participant deferral / active EE | $569 | $929-38.8% | $1,874-69.7% | $3,356-83.1% |
| Admin fee / account holder | $113 | $118-4.3% | $3,082-96.3% | $115-2.0% |