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 3-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 LLC1+ years Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MOLNTGOMERY STREET, STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $7,326 |
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 | $22,479 | $58,320-61.5% | $86,436-74.0% | $66,914-66.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4394.89%-4394.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $3,257 | $2,615+24.5% | $3,769-13.6% | $2,544+28.0% |
| Participant deferral / active EE | $6,006 | $6,899-12.9% | $6,952-13.6% | $4,237+41.8% |
| Admin fee / account holder | $35 | $546-93.5% | $6,731-99.5% | $593-94.1% |