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 10-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 |
|---|---|---|
Filed as: HUMAN INTEREST Service code 13 · EIN 47-4307706 300 MONTGOMERY STREET, STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $8,906 |
Filed as: AT RETIREMENT SERVICES Service code 15 · EIN 83-3455979 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $7,542 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,981 | $104,475-62.7% | $159,436-75.6% | $79,386-50.9% |
| Participation rate | 70.9% | 76.6%-5.7pp | 82.8%-11.9pp | 70.7%+0.2pp |
| Annual return | 26.67% | 67.95%-41.3pp | 263.57%-236.9pp | 116.85%-90.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,468 | $6,467+46.4% | $7,352+28.8% | $4,046+134.0% |
| Admin fee / account holder | $85 | $711-88.1% | $10,799-99.2% | $626-86.5% |