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 PLLC2 years Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $75,121 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,211 | $108,549-28.9% | $156,263-50.6% | $85,563-9.8% |
| Participation rate | 47.6% | 77.1%-29.5pp | 78.9%-31.3pp | 66.0%-18.4pp |
| Annual return | 16.55% | 21.79%-5.2pp | 59.47%-42.9pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,155 | $2,690-57.1% | $4,333-73.4% | $2,654-56.5% |
| Participant deferral / active EE | $4,311 | $4,800-10.2% | $6,158-30.0% | $4,375-1.5% |
| Admin fee / account holder | $176 | $650-72.9% | $14,255-98.8% | $834-78.9% |