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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.
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| 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 | $41,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,725 | $106,028-75.7% | $146,958-82.5% | $77,643-66.9% |
| Participation rate | 56.8% | 78.4%-21.6pp | 82.2%-25.4pp | 70.6%-13.8pp |
| Annual return | 32.78% | 56.73%-24.0pp | 418.34%-385.6pp | 31.24%+1.5pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,016 | $7,990-37.2% | $8,070-37.8% | $4,647+7.9% |
| Admin fee / account holder | $92 | $337-72.9% | $12,998-99.3% | $430-78.7% |