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 4-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 | $19,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,207 | $55,415-54.5% | $155,509-83.8% | $74,495-66.2% |
| Participation rate | 60.4% | 61.9%-1.6pp | 78.2%-17.8pp | 67.2%-6.8pp |
| Annual return | 14.36% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,864 | $2,267-17.8% | $4,672-60.1% | $2,623-28.9% |
| Participant deferral / active EE | $3,573 | $2,836+26.0% | $5,626-36.5% | $4,346-17.8% |
| Admin fee / account holder | $104 | $1,738-94.0% | $15,912-99.3% | $1,942-94.6% |