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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC8 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $50,373 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,814 |
Filed as: MENGEL METZER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,827 | $79,184+17.2% | $102,438-9.4% | $74,546+24.5% |
| Participation rate | 52.6% | 74.8%-22.2pp | 76.5%-23.9pp | 67.2%-14.7pp |
| Annual return | 17.59% | 54.95%-37.4pp | 29.37%-11.8pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $1,552 | $2,362-34.3% | $3,024-48.7% | $2,624-40.9% |
| Participant deferral / active EE | $3,517 | $4,414-20.3% | $5,054-30.4% | $4,347-19.1% |
| Admin fee / account holder | $764 | $2,001-61.8% | $9,448-91.9% | $1,944-60.7% |