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 |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $48,654 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,992 | $29,548+21.8% | $56,411-36.2% | $77,643-53.6% |
| Participation rate | 78.9% | 32.7%+46.2pp | 52.5%+26.4pp | 70.6%+8.3pp |
| Annual return | 13.18% | 19.01%-5.8pp | 1701.33%-1688.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,290 | $568+127.2% | $1,039+24.2% | $2,726-52.7% |
| Participant deferral / active EE | $3,462 | $1,061+226.3% | $1,952+77.4% | $4,647-25.5% |
| Admin fee / account holder | $99 | $1,046-90.5% | $2,829-96.5% | $430-77.0% |