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.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC1+ years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $10,201 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,181 | $73,360-62.9% | $177,989-84.7% | $74,495-63.5% |
| Participation rate | 85.4% | 66.6%+18.8pp | 77.1%+8.3pp | 67.2%+18.2pp |
| Annual return | 0.00% | 17.49%-17.5pp | 294.48%-294.5pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,801 | $2,216-18.7% | $3,949-54.4% | $2,623-31.3% |
| Participant deferral / active EE | $3,441 | $4,513-23.8% | $6,276-45.2% | $4,346-20.8% |
| Admin fee / account holder | $72 | $1,808-96.0% | $10,363-99.3% | $1,942-96.3% |