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 7-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 | $90,525 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,301 | $49,915+2.8% | $154,803-66.9% | $74,304-31.0% |
| Participation rate | 82.4% | 54.0%+28.4pp | 78.1%+4.3pp | 60.3%+22.0pp |
| Annual return | 23.93% | 34.06%-10.1pp | 58.88%-35.0pp | 29.43%-5.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,808 | $2,255+512.4% | $5,540+149.2% | $3,767+266.5% |
| Admin fee / account holder | $223 | $2,189-89.8% | $14,329-98.4% | $2,969-92.5% |