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 | $12,200 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,628 | $41,647-48.1% | $96,139-77.5% | $86,799-75.1% |
| Participation rate | 93.4% | 50.2%+43.1pp | 68.4%+24.9pp | 72.3%+21.1pp |
| Annual return | 74.04% | 27.24%+46.8pp | 191.94%-117.9pp | 97.91%-23.9pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,882 | $2,412+185.3% | $4,349+58.2% | $4,131+66.6% |
| Admin fee / account holder | $46 | $169-73.1% | $5,537-99.2% | $170-73.2% |