See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 15 300 MONTGOMERY ST. · SAN FRANCISCO, CA 94101 | Recordkeeping | $20,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,988 | $101,317-47.7% | $146,958-63.9% | $74,495-28.9% |
| Participation rate | 76.0% | 75.5%+0.5pp | 82.2%-6.1pp | 67.2%+8.8pp |
| Annual return | 17.56% | 8730.91%-8713.3pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,514 | $7,303+57.7% | $8,070+42.7% | $4,346+164.9% |
| Admin fee / account holder | $103 | $1,739-94.1% | $12,998-99.2% | $1,942-94.7% |