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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,431 |
HUMAN INTEREST ADVISOR LLC3 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $22,456 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $0 |
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 | $88,342 | $62,127+42.2% | $81,382+8.6% | $74,495+18.6% |
| Participation rate | 43.3% | 64.0%-20.8pp | 69.5%-26.2pp | 67.2%-23.9pp |
| Annual return | 14.88% | 16.48%-1.6pp | 24.73%-9.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,875 | $1,882-0.4% | $2,463-23.8% | $2,623-28.5% |
| Participant deferral / active EE | $4,148 | $3,229+28.5% | $3,883+6.8% | $4,346-4.5% |
| Admin fee / account holder | $451 | $1,934-76.7% | $5,768-92.2% | $1,942-76.8% |