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 27 · EIN 47-5476782 | Advisory (Plan) | $60,514 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,147 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,065 | $55,415+132.9% | $155,509-17.0% | $74,495+73.3% |
| Participation rate | 94.6% | 61.9%+32.7pp | 78.2%+16.4pp | 67.2%+27.4pp |
| Annual return | 11.16% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $4,967 | $2,267+119.1% | $4,672+6.3% | $2,623+89.4% |
| Participant deferral / active EE | $12,033 | $2,836+324.3% | $5,626+113.9% | $4,346+176.9% |
| Admin fee / account holder | $273 | $1,738-84.3% | $15,912-98.3% | $1,942-86.0% |