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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC4 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $32,600 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,615 | $88,634-51.9% | $101,326-57.9% | $74,304-42.6% |
| Participation rate | 72.7% | 76.9%-4.1pp | 81.5%-8.8pp | 60.3%+12.4pp |
| Annual return | 24.40% | 33.10%-8.7pp | 36.82%-12.4pp | 29.43%-5.0pp |
| Employer contribution / active EE | $3,728 | $2,930+27.2% | $3,665+1.7% | $2,241+66.4% |
| Participant deferral / active EE | $7,490 | $7,322+2.3% | $7,994-6.3% | $3,767+98.8% |
| Admin fee / account holder | $182 | $2,425-92.5% | $11,185-98.4% | $2,969-93.9% |