See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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: BALDWIN GROUP WEALTH ADVISORS, LLC Service code 99 | Other Fees | $41,288 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,180 |
Service code 49 · EIN 13-3180178 | Other Services | $6,072 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN GROUP WEALTH ADVISORS LLC Service code 99 · EIN 47-5476782 | Other Fees | $0 |
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 | $99,269 | $122,239-18.8% | $184,203-46.1% | $74,495+33.3% |
| Participation rate | 66.4% | 85.5%-19.1pp | 86.8%-20.4pp | 67.2%-0.8pp |
| Annual return | 13.40% | 19.95%-6.5pp | 28.81%-15.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,830 | $4,537-15.6% | $6,427-40.4% | $2,623+46.0% |
| Participant deferral / active EE | $8,596 | $7,139+20.4% | $9,131-5.9% | $4,346+97.8% |
| Admin fee / account holder | $204 | $1,260-83.8% | $13,901-98.5% | $1,942-89.5% |