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 LLC4 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $24,520 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,815 | $96,484-62.9% | $156,263-77.1% | $74,304-51.8% |
| Participation rate | 86.3% | 67.7%+18.6pp | 78.9%+7.4pp | 60.3%+25.9pp |
| Annual return | 15.57% | 17.73%-2.2pp | 59.47%-43.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,402 | $2,528-5.0% | $4,333-44.6% | $2,241+7.2% |
| Participant deferral / active EE | $4,753 | $4,286+10.9% | $6,158-22.8% | $3,767+26.2% |
| Admin fee / account holder | $161 | $3,728-95.7% | $14,255-98.9% | $2,969-94.6% |