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 |
|---|---|---|
BAKER ASSET MANAGEMENT5 years Service code 26 · EIN 20-3018734 | Advisory (Participants) | $169,515 |
BISON WEALTH LLC4 years Filed as: BISON CAPITAL ADVISORS, LLC Service code 16 · EIN 83-4284249 | Consulting | $16,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $441,211 | $130,194+238.9% | $169,993+159.5% | $71,457+517.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 13.86% | 20.37%-6.5pp | 53.37%-39.5pp | 28.85%-15.0pp |
| Employer contribution / active EE | $25,255 | $4,381+476.4% | $6,785+272.2% | $2,588+876.0% |
| Participant deferral / active EE | $9,014 | $6,923+30.2% | $10,408-13.4% | $4,289+110.2% |
| Admin fee / account holder | $1,268 | $966+31.4% | $12,815-90.1% | $1,587-20.1% |