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 16 · EIN 47-5476782 | Consulting | $71,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,046 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,147 |
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 | $51,997 | $106,028-51.0% | $146,958-64.6% | $77,643-33.0% |
| Participation rate | 80.2% | 78.4%+1.9pp | 82.2%-1.9pp | 70.6%+9.7pp |
| Annual return | 21.57% | 56.73%-35.2pp | 418.34%-396.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $4,742 | $4,063+16.7% | $4,933-3.9% | $2,726+74.0% |
| Participant deferral / active EE | $9,679 | $7,990+21.1% | $8,070+19.9% | $4,647+108.3% |
| Admin fee / account holder | $201 | $337-40.4% | $12,998-98.5% | $430-53.3% |