See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SALTMARSH FINANCIAL ADVISORS, LLC3+ years Service code 26 · EIN 59-3350310 900 N 12TH AVE · PENSACOLA, FL 325013305 | Advisory (Participants) | $25,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,553 | $48,064+15.6% | $78,778-29.5% | $69,631-20.2% |
| Participation rate | 29.9% | 61.6%-31.7pp | 69.2%-39.3pp | 70.7%-40.8pp |
| Annual return | 12.87% | 21.81%-8.9pp | 35.62%-22.8pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,242 | $2,079-40.3% | $2,958-58.0% | $3,224-61.5% |
| Admin fee / account holder | $354 | $152+133.0% | $5,134-93.1% | $110+220.7% |