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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,472 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $26,664 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,145 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,058 |
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 | $39,195 | $50,982-23.1% | $154,803-74.7% | $85,563-54.2% |
| Participation rate | 86.0% | 59.8%+26.2pp | 78.1%+7.9pp | 66.0%+20.0pp |
| Annual return | 21.55% | 30.35%-8.8pp | 58.88%-37.3pp | 31.51%-10.0pp |
| Employer contribution / active EE | $689 | $1,708-59.6% | $4,305-84.0% | $2,654-74.0% |
| Participant deferral / active EE | $7,699 | $2,474+211.2% | $5,540+39.0% | $4,375+76.0% |
| Admin fee / account holder | $217 | $846-74.3% | $14,329-98.5% | $834-74.0% |