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 PLLC2 years Filed as: BALDWIN GROUP WEALTH ADVISORS, LLC Service code 99 | Other Fees | $48,890 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,073 |
Service code 49 · EIN 13-3180178 | Other Services | $6,883 |
BALDWIN & BALDWIN PLLC2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,023 | $132,049-17.4% | $200,582-45.6% | $74,304+46.7% |
| Participation rate | 65.5% | 84.1%-18.5pp | 86.9%-21.4pp | 60.3%+5.2pp |
| Annual return | 12.71% | 22.22%-9.5pp | 42.33%-29.6pp | 29.43%-16.7pp |
| Employer contribution / active EE | $3,935 | $4,558-13.7% | $6,419-38.7% | $2,241+75.6% |
| Participant deferral / active EE | $9,471 | $7,213+31.3% | $9,331+1.5% | $3,767+151.4% |
| Admin fee / account holder | $194 | $2,405-92.0% | $16,305-98.8% | $2,969-93.5% |