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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,008 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $58,597 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,398 |
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 | $30,304 | $50,820-40.4% | $155,567-80.5% | $77,671-61.0% |
| Participation rate | 87.2% | 63.1%+24.1pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 13.08% | 34.85%-21.8pp | 64.74%-51.7pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,094 | $1,993+5.1% | $4,674-55.2% | $2,726-23.2% |
| Participant deferral / active EE | $5,374 | $2,823+90.4% | $5,628-4.5% | $4,648+15.6% |
| Admin fee / account holder | $164 | $436-62.5% | $15,916-99.0% | $430-62.0% |