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 4-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) | $74,254 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,937 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,077 |
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 | $58,737 | $106,028-44.6% | $146,958-60.0% | $77,643-24.3% |
| Participation rate | 83.4% | 78.4%+5.0pp | 82.2%+1.2pp | 70.6%+12.8pp |
| Annual return | 34.38% | 56.73%-22.4pp | 418.34%-384.0pp | 31.24%+3.1pp |
| Employer contribution / active EE | $1,697 | $4,063-58.2% | $4,933-65.6% | $2,726-37.8% |
| Participant deferral / active EE | $13,503 | $7,990+69.0% | $8,070+67.3% | $4,647+190.6% |
| Admin fee / account holder | $226 | $337-33.0% | $12,998-98.3% | $430-47.4% |