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) | $29,582 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,315 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,157 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Other Fees | $750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $461 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,496 | $78,485+93.0% | $106,213+42.6% | $74,495+103.4% |
| Participation rate | 64.2% | 72.8%-8.6pp | 75.3%-11.1pp | 67.2%-3.0pp |
| Annual return | 17.87% | 15.95%+1.9pp | 116.14%-98.3pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,427 | $4,322+48.7% | $5,016+28.1% | $4,346+47.9% |
| Admin fee / account holder | $418 | $2,232-81.3% | $11,033-96.2% | $1,942-78.5% |