See peer percentile detail with Solo.
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 7-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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $16,733 |
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 | $23,242 | $84,556-72.5% | $116,228-80.0% | $74,304-68.7% |
| Participation rate | 97.2% | 66.0%+31.2pp | 74.6%+22.6pp | 60.3%+36.8pp |
| Annual return | 16.59% | 18.35%-1.8pp | 90.06%-73.5pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,325 | $2,168+7.3% | $2,994-22.4% | $2,241+3.7% |
| Participant deferral / active EE | $3,888 | $3,814+1.9% | $4,953-21.5% | $3,767+3.2% |
| Admin fee / account holder | $59 | $3,792-98.4% | $11,989-99.5% | $2,969-98.0% |