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.6 years Service code 27 · EIN 26-4640626 610 NORTH SPRING STREET · PENSACOLA, FL 32501 | Advisory (Plan) | $49,599 |
CANAL HR, INC.6 years Service code 10 · EIN 46-1197378 POST OFFICE BOX 8798 · METAIRIE, LA 70011 | Accounting | $17,500 |
SALTMARSH, CLEVELAND & GUND6 years Service code 10 · EIN 59-2922169 900 NORTH 12TH AVENUE · PENSACOLA, LA 32501 | Accounting | $16,000 |
Service code 10 · EIN 58-2678386 POST OFFICE BOX 19223 · NEW ORLEANS, LA 70179 | Accounting | $9,480 |
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 | $97,865 | $95,274+2.7% | $135,903-28.0% | $74,419+31.5% |
| Participation rate | 45.5% | 78.2%-32.7pp | 81.9%-36.4pp | 70.7%-25.3pp |
| Annual return | 17.49% | 32.77%-15.3pp | 68.23%-50.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,257 | $3,874-67.5% | $4,856-74.1% | $2,637-52.3% |
| Participant deferral / active EE | $2,853 | $7,782-63.3% | $7,758-63.2% | $4,528-37.0% |
| Admin fee / account holder | $71 | $266-73.3% | $10,762-99.3% | $348-79.5% |