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) | $10,064 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,902 | $34,934-17.3% | $56,411-48.8% | $74,495-61.2% |
| Participation rate | 50.3% | 32.8%+17.4pp | 52.5%-2.2pp | 67.2%-16.9pp |
| Annual return | 8.09% | 25.94%-17.8pp | 1701.33%-1693.2pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $22 | $609-96.4% | $1,039-97.9% | $2,623-99.2% |
| Participant deferral / active EE | $1,849 | $1,170+58.0% | $1,952-5.3% | $4,346-57.4% |
| Admin fee / account holder | $78 | $2,364-96.7% | $2,829-97.2% | $1,942-96.0% |