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 7-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 | $23,088 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,076 | $79,013-46.7% | $100,391-58.1% | $74,495-43.5% |
| Participation rate | 81.2% | 79.5%+1.7pp | 81.5%-0.3pp | 67.2%+14.0pp |
| Annual return | 33.13% | 20.41%+12.7pp | 49.20%-16.1pp | 1364.94%-1331.8pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,304 | $7,760+32.8% | $8,082+27.5% | $4,346+137.1% |
| Admin fee / account holder | $26 | $1,320-98.0% | $7,899-99.7% | $1,942-98.6% |