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 L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $73,374 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,165 | $96,018-21.7% | $65,493+14.8% | $85,563-12.2% |
| Participation rate | 41.2% | 74.8%-33.6pp | 73.1%-31.9pp | 66.0%-24.7pp |
| Annual return | 17.01% | 14.51%+2.5pp | 982.45%-965.4pp | 31.51%-14.5pp |
| Employer contribution / active EE | $870 | $3,235-73.1% | $2,574-66.2% | $2,654-67.2% |
| Participant deferral / active EE | $2,060 | $4,055-49.2% | $3,961-48.0% | $4,375-52.9% |
| Admin fee / account holder | $233 | $271-13.9% | $5,028-95.4% | $834-72.1% |