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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $40,997 |
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 | $30,618 | $60,323-49.2% | $81,812-62.6% | $74,495-58.9% |
| Participation rate | 93.5% | 62.9%+30.7pp | 72.3%+21.2pp | 67.2%+26.3pp |
| Annual return | 17.10% | 16.90%+0.2pp | 773.79%-756.7pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,782 | $2,620+6.2% | $2,912-4.5% | $2,623+6.0% |
| Participant deferral / active EE | $4,997 | $3,387+47.5% | $4,319+15.7% | $4,346+15.0% |
| Admin fee / account holder | $143 | $1,486-90.4% | $7,386-98.1% | $1,942-92.6% |