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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $47,276 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,952 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,961 | $129,021-71.4% | $184,203-79.9% | $77,643-52.4% |
| Participation rate | 82.3% | 87.3%-5.0pp | 86.8%-4.5pp | 70.6%+11.7pp |
| Annual return | 22.13% | 33.27%-11.1pp | 28.81%-6.7pp | 31.24%-9.1pp |
| Employer contribution / active EE | $264 | $4,413-94.0% | $6,427-95.9% | $2,726-90.3% |
| Participant deferral / active EE | $4,447 | $7,297-39.1% | $9,131-51.3% | $4,647-4.3% |
| Admin fee / account holder | $226 | $254-11.2% | $13,901-98.4% | $430-47.6% |