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 9-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 ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY STREET, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $8,184 |
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $2,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,143 | $99,957-77.8% | $149,696-85.2% | $73,488-69.9% |
| Participation rate | 68.2% | 75.7%-7.5pp | 82.5%-14.2pp | 70.7%-2.4pp |
| Annual return | 45.47% | 53.87%-8.4pp | 276.60%-231.1pp | 28.51%+17.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,809 | $6,073+28.6% | $6,842+14.1% | $3,740+108.8% |
| Admin fee / account holder | $66 | $551-88.0% | $9,309-99.3% | $513-87.2% |