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 9-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 |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,858 |
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 1675 BROADWAY, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $3,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,935 | $88,122-87.6% | $141,162-92.3% | $67,579-83.8% |
| Participation rate | 66.5% | 76.5%-10.0pp | 82.5%-16.0pp | 71.3%-4.8pp |
| Annual return | 82.95% | 75.40%+7.5pp | 71.39%+11.6pp | 378.56%-295.6pp |
| Employer contribution / active EE | $1,707 | $3,224-47.1% | $4,735-64.0% | $2,148-20.5% |
| Participant deferral / active EE | $2,553 | $5,958-57.2% | $6,709-61.9% | $3,539-27.9% |
| Admin fee / account holder | $22 | $131-83.1% | $10,261-99.8% | $142-84.4% |