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 |
|---|---|---|
ARMADA ADVISORS, INC.3 years Service code 27 · EIN 26-4640626 610 NORTH SPRING STREET · PENSACOLA, FL 32501 | Advisory (Plan) | $82,175 |
CANAL HR, INC.3 years Service code 14 · EIN 46-1197378 POST OFFICE BOX 8798 · METAIRIE, LA 70011 | Plan Administrator | $16,200 |
SALTMARSH, CLEVELAND & GUND3 years Service code 10 · EIN 59-2922169 900 NORTH 12TH AVENUE · PENSACOLA, LA 32501 | Accounting | $12,100 |
Service code 10 · EIN 58-2678386 POST OFFICE BOX 19223 · NEW ORLEANS, LA 70179 | Accounting | $9,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,069 | $100,801-17.6% | $149,696-44.5% | $73,409+13.2% |
| Participation rate | 41.0% | 77.7%-36.7pp | 82.5%-41.5pp | 72.2%-31.2pp |
| Annual return | 14.81% | 265.34%-250.5pp | 276.60%-261.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $981 | $3,312-70.4% | $4,644-78.9% | $2,234-56.1% |
| Participant deferral / active EE | $2,332 | $6,404-63.6% | $6,842-65.9% | $3,805-38.7% |
| Admin fee / account holder | $219 | $181+21.2% | $9,309-97.6% | $158+38.8% |