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 LLC6 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $7,117 |
Filed as: EMPOWER ADVISORY GROUP Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,998 |
Filed as: EMPOWER ANNUTIY INSURANCE COMPANY Service code 20 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Trustee (individual) | $1,995 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,977 | $26,114-46.5% | $58,482-76.1% | $74,419-81.2% |
| Participation rate | 34.0% | 32.1%+1.9pp | 50.9%-16.9pp | 70.7%-36.7pp |
| Annual return | 16.56% | 32.51%-16.0pp | 4239.32%-4222.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $153 | $536-71.5% | $1,053-85.5% | $2,637-94.2% |
| Participant deferral / active EE | $616 | $1,075-42.7% | $1,924-68.0% | $4,528-86.4% |
| Admin fee / account holder | $16 | $649-97.5% | $2,516-99.4% | $348-95.4% |