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 5-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 |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $56,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,959 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,080 | $60,323+4.6% | $81,812-22.9% | $74,495-15.3% |
| Participation rate | 79.2% | 62.9%+16.3pp | 72.3%+6.9pp | 67.2%+12.0pp |
| Annual return | 17.73% | 16.90%+0.8pp | 773.79%-756.1pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,940 | $2,620+12.2% | $2,912+0.9% | $2,623+12.1% |
| Participant deferral / active EE | $14,180 | $3,387+318.6% | $4,319+228.4% | $4,346+226.3% |
| Admin fee / account holder | $372 | $1,486-75.0% | $7,386-95.0% | $1,942-80.8% |