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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $13,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,361 | $100,923-71.9% | $150,045-81.1% | $74,304-61.8% |
| Participation rate | 93.4% | 70.1%+23.3pp | 82.3%+11.1pp | 60.3%+33.1pp |
| Annual return | 22.55% | 51.77%-29.2pp | 62.55%-40.0pp | 29.43%-6.9pp |
| Employer contribution / active EE | $1,906 | $3,463-45.0% | $4,693-59.4% | $2,241-15.0% |
| Participant deferral / active EE | $3,797 | $6,709-43.4% | $7,997-52.5% | $3,767+0.8% |
| Admin fee / account holder | $83 | $2,767-97.0% | $13,435-99.4% | $2,969-97.2% |