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 6-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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $14,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,366 | $92,224-68.2% | $105,223-72.1% | $79,634-63.1% |
| Participation rate | 54.1% | 69.2%-15.1pp | 75.0%-21.0pp | 62.5%-8.4pp |
| Annual return | 20.04% | 88.65%-68.6pp | 180.65%-160.6pp | 36.46%-16.4pp |
| Employer contribution / active EE | $1,538 | $3,965-61.2% | $3,689-58.3% | $2,529-39.2% |
| Participant deferral / active EE | $2,710 | $3,834-29.3% | $5,072-46.6% | $3,835-29.3% |
| Admin fee / account holder | $73 | $1,121-93.5% | $8,859-99.2% | $1,002-92.8% |