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 LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $20,350 |
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 | $27,750 | $88,083-68.5% | $164,813-83.2% | $74,495-62.7% |
| Participation rate | 87.6% | 73.0%+14.5pp | 78.6%+9.0pp | 67.2%+20.4pp |
| Annual return | 33.15% | 17.26%+15.9pp | 69.93%-36.8pp | 1364.94%-1331.8pp |
| Employer contribution / active EE | $2,262 | $2,593-12.8% | $4,341-47.9% | $2,623-13.8% |
| Participant deferral / active EE | $4,357 | $4,498-3.1% | $6,031-27.8% | $4,346+0.3% |
| Admin fee / account holder | $112 | $2,234-95.0% | $12,690-99.1% | $1,942-94.2% |