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 L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $27,812 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,410 |
BKS RETIREMENT SERVICES5 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $14,471 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,501 | $109,881+11.5% | $150,045-18.4% | $84,808+44.4% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.2pp | 68.3%+4.9pp |
| Annual return | 15.84% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,557 | $3,561-56.3% | $4,693-66.8% | $2,631-40.8% |
| Participant deferral / active EE | $7,545 | $6,636+13.7% | $7,997-5.7% | $4,212+79.1% |
| Admin fee / account holder | $467 | $8,568-94.6% | $13,435-96.5% | $7,344-93.6% |