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 LLC5 years Filed as: AZALEA ADMINISTRATION Service code 14 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618 | Plan Administrator | $2,975 |
Filed as: EMPOWER INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,564 |
Filed as: EMPOWER ADVISORY GROUP Service code 20 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Trustee (individual) | $2 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,473 | $30,086-55.2% | $61,373-78.0% | $64,808-79.2% |
| Participation rate | 36.9% | 36.4%+0.5pp | 52.6%-15.7pp | 71.5%-34.6pp |
| Annual return | -21.31% | -13.99%-7.3pp | 338.61%-359.9pp | 32.82%-54.1pp |
| Employer contribution / active EE | $152 | $536-71.7% | $1,159-86.9% | $2,506-93.9% |
| Participant deferral / active EE | $627 | $1,126-44.3% | $2,125-70.5% | $4,310-85.5% |
| Admin fee / account holder | $32 | $148-78.5% | $2,130-98.5% | $188-83.0% |