See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $32,190 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,975 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,581 |
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 | $180,443 | $100,923+78.8% | $150,045+20.3% | $74,304+142.8% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.3pp |
| Annual return | 23.37% | 51.77%-28.4pp | 62.55%-39.2pp | 29.43%-6.1pp |
| Employer contribution / active EE | $21,613 | $3,463+524.0% | $4,693+360.5% | $2,241+864.3% |
| Participant deferral / active EE | $17,970 | $6,709+167.8% | $7,997+124.7% | $3,767+377.0% |
| Admin fee / account holder | $299 | $2,767-89.2% | $13,435-97.8% | $2,969-89.9% |