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 |
|---|---|---|
AZALEA ADMINISTRATION LLC3 years Filed as: AZALEA ADMINISTRATION Service code 14 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618 | Plan Administrator | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CT 06144 | Recordkeeping | $0 |
WILLIAM BLAIR2 years Filed as: WILLIAM HOLMES Service code 20 · EIN 04-1590850 106 E MAIN STREET · TUPELO, MS 38804 | Trustee (individual) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,160 | $29,369-51.8% | $77,482-81.7% | $73,409-80.7% |
| Participation rate | 61.7% | 37.9%+23.7pp | 54.2%+7.5pp | 72.2%-10.5pp |
| Annual return | 20.28% | 358.15%-337.9pp | 54.79%-34.5pp | 59.29%-39.0pp |
| Employer contribution / active EE | $266 | $406-34.4% | $986-73.0% | $2,234-88.1% |
| Participant deferral / active EE | $1,032 | $941+9.7% | $1,861-44.5% | $3,805-72.9% |
| Admin fee / account holder | $20 | $123-83.7% | $2,858-99.3% | $158-87.3% |