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) | $19,629 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,891 | $58,778-32.1% | $129,295-69.1% | $77,671-48.6% |
| Participation rate | 26.3% | 59.2%-33.0pp | 69.6%-43.3pp | 70.6%-44.3pp |
| Annual return | 12.25% | 24.73%-12.5pp | 9429.28%-9417.0pp | 31.21%-19.0pp |
| Employer contribution / active EE | $580 | $1,952-70.3% | $4,157-86.0% | $2,726-78.7% |
| Participant deferral / active EE | $1,349 | $3,212-58.0% | $4,169-67.6% | $4,648-71.0% |
| Admin fee / account holder | $188 | $589-68.1% | $7,665-97.5% | $430-56.3% |