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.5 years Service code 27 · EIN 26-4640626 610 NORTH SPRING STREET · PENSACOLA, FL 32501 | Advisory (Plan) | $59,110 |
CANAL HR, INC.5 years Service code 14 · EIN 46-1197378 POST OFFICE BOX 8798 · METAIRIE, LA 70011 | Plan Administrator | $17,500 |
SALTMARSH, CLEVELAND & GUND5 years Service code 10 · EIN 59-2922169 900 NORTH 12TH AVENUE · PENSACOLA, LA 32501 | Accounting | $14,000 |
Service code 10 · EIN 58-2678386 POST OFFICE BOX 19223 · NEW ORLEANS, LA 70179 | Accounting | $9,920 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,001 | $82,202+3.4% | $125,339-32.2% | $64,808+31.2% |
| Participation rate | 52.0% | 77.9%-25.9pp | 82.4%-30.4pp | 71.5%-19.5pp |
| Annual return | -15.45% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,124 | $3,615-68.9% | $4,814-76.7% | $2,506-55.2% |
| Participant deferral / active EE | $3,166 | $7,175-55.9% | $7,446-57.5% | $4,310-26.6% |
| Admin fee / account holder | $193 | $163+18.3% | $10,010-98.1% | $188+2.9% |