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,INC Service code 15 · EIN 47-4307706 | Recordkeeping | $10,076 |
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 | $45,748 | $104,317-56.1% | $159,436-71.3% | $86,799-47.3% |
| Participation rate | 90.4% | 77.7%+12.7pp | 82.8%+7.6pp | 72.3%+18.1pp |
| Annual return | 59.89% | 26.32%+33.6pp | 263.57%-203.7pp | 97.91%-38.0pp |
| Employer contribution / active EE | $4,456 | $3,451+29.1% | $4,829-7.7% | $2,405+85.2% |
| Participant deferral / active EE | $9,868 | $6,837+44.3% | $7,352+34.2% | $4,131+138.9% |
| Admin fee / account holder | $17 | $172-90.3% | $10,799-99.8% | $170-90.1% |