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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,911 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $19,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,368 | $100,923-74.9% | $150,045-83.1% | $74,304-65.9% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.3%-14.7pp | 60.3%+7.2pp |
| Annual return | 26.00% | 51.77%-25.8pp | 62.55%-36.5pp | 29.43%-3.4pp |
| Employer contribution / active EE | $1,884 | $3,463-45.6% | $4,693-59.8% | $2,241-15.9% |
| Participant deferral / active EE | $4,206 | $6,709-37.3% | $7,997-47.4% | $3,767+11.6% |
| Admin fee / account holder | $169 | $2,767-93.9% | $13,435-98.7% | $2,969-94.3% |