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 LLC7 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $5,897 |
Filed as: EMPOWER ANNUTIY INSURANCE COMPANY Service code 20 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Trustee (individual) | $2,833 |
Filed as: EMPOWER ADVISORY GROUP Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,455 |
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 | $15,709 | $29,548-46.8% | $56,411-72.2% | $77,643-79.8% |
| Participation rate | 36.2% | 32.7%+3.5pp | 52.5%-16.3pp | 70.6%-34.4pp |
| Annual return | 15.90% | 19.01%-3.1pp | 1701.33%-1685.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $170 | $568-70.1% | $1,039-83.6% | $2,726-93.8% |
| Participant deferral / active EE | $677 | $1,061-36.1% | $1,952-65.3% | $4,647-85.4% |
| Admin fee / account holder | $14 | $1,046-98.6% | $2,829-99.5% | $430-96.7% |