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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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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 LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $47,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,087 | $56,317-35.9% | $71,209-49.3% | $74,304-51.4% |
| Participation rate | 92.2% | 55.1%+37.1pp | 73.8%+18.5pp | 60.3%+31.9pp |
| Annual return | 20.42% | 42.83%-22.4pp | 282.51%-262.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $2,718 | $2,160+25.8% | $2,721-0.1% | $2,241+21.3% |
| Participant deferral / active EE | $5,377 | $2,788+92.9% | $4,175+28.8% | $3,767+42.7% |
| Admin fee / account holder | $152 | $2,290-93.4% | $5,349-97.2% | $2,969-94.9% |