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 PLLC2 years Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $23,101 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,104 | $65,241-23.2% | $126,539-60.4% | $85,563-41.4% |
| Participation rate | 26.8% | 48.6%-21.8pp | 69.8%-43.0pp | 66.0%-39.1pp |
| Annual return | 14.24% | 42.19%-28.0pp | 425.95%-411.7pp | 31.51%-17.3pp |
| Employer contribution / active EE | $607 | $1,937-68.7% | $3,674-83.5% | $2,654-77.1% |
| Participant deferral / active EE | $1,384 | $3,032-54.3% | $4,083-66.1% | $4,375-68.4% |
| Admin fee / account holder | $225 | $1,031-78.1% | $6,065-96.3% | $834-73.0% |