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 5-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 | $11,868 |
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 | $14,691 | $82,978-82.3% | $129,995-88.7% | $71,457-79.4% |
| Participation rate | 84.4% | 74.1%+10.4pp | 78.5%+5.9pp | 67.9%+16.5pp |
| Annual return | 22.40% | 20.60%+1.8pp | -137.18%+159.6pp | 28.85%-6.5pp |
| Employer contribution / active EE | $2,173 | $2,622-17.1% | $4,320-49.7% | $2,588-16.0% |
| Participant deferral / active EE | $4,485 | $4,432+1.2% | $5,820-22.9% | $4,289+4.6% |
| Admin fee / account holder | $52 | $1,729-97.0% | $10,614-99.5% | $1,587-96.7% |