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 LLC8 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $9,184 |
Filed as: EMPOWER ANNUTIY INSURANCE COMPANY Service code 20 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Trustee (individual) | $6,993 |
Filed as: EMPOWER ADVISORY GROUP Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,110 |
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 | $19,922 | $30,588-34.9% | $53,898-63.0% | $85,563-76.7% |
| Participation rate | 35.7% | 26.3%+9.4pp | 55.0%-19.2pp | 66.0%-30.2pp |
| Annual return | 14.84% | 50.42%-35.6pp | 528.60%-513.8pp | 31.51%-16.7pp |
| Employer contribution / active EE | $163 | $436-62.6% | $932-82.5% | $2,654-93.9% |
| Participant deferral / active EE | $660 | $848-22.2% | $1,826-63.9% | $4,375-84.9% |
| Admin fee / account holder | $19 | $1,879-99.0% | $2,491-99.2% | $834-97.7% |