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 99 | Other Fees | $41,900 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 · EIN 82-3719843 P.O. BOX 734602 · CHICAGO, IL 60673 | Other Services | $23,772 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,536 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $67 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 99 · EIN 47-5476782 | Other Fees | $0 |
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 | $133,531 | $59,417+124.7% | $93,606+42.7% | $74,495+79.2% |
| Participation rate | 70.8% | 59.7%+11.2pp | 68.7%+2.1pp | 67.2%+3.6pp |
| Annual return | 11.90% | 81.83%-69.9pp | 133.20%-121.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,159 | $1,264-8.3% | $2,420-52.1% | $2,623-55.8% |
| Participant deferral / active EE | $4,684 | $3,050+53.6% | $4,411+6.2% | $4,346+7.8% |
| Admin fee / account holder | $127 | $3,021-95.8% | $8,285-98.5% | $1,942-93.5% |