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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 6-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 |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS, LLC Service code 15 · EIN 47-3868366 | Recordkeeping | $4,829 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,102 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,811 | $26,549-85.6% | $61,373-93.8% | $66,914-94.3% |
| Participation rate | 77.7% | 38.1%+39.6pp | 52.6%+25.2pp | 69.8%+7.9pp |
| Annual return | -21.69% | -16.21%-5.5pp | 338.61%-360.3pp | 1.58%-23.3pp |
| Employer contribution / active EE | $305 | $651-53.2% | $1,159-73.7% | $2,544-88.0% |
| Participant deferral / active EE | $1,512 | $1,338+13.0% | $2,125-28.9% | $4,237-64.3% |
| Admin fee / account holder | $26 | $409-93.7% | $2,130-98.8% | $593-95.7% |