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 5-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 LLC4 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $35,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,353 | $100,923-64.0% | $150,045-75.8% | $74,304-51.1% |
| Participation rate | 94.4% | 70.1%+24.3pp | 82.3%+12.1pp | 60.3%+34.1pp |
| Annual return | 19.41% | 51.77%-32.4pp | 62.55%-43.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $3,251 | $3,463-6.1% | $4,693-30.7% | $2,241+45.1% |
| Participant deferral / active EE | $9,122 | $6,709+36.0% | $7,997+14.1% | $3,767+142.1% |
| Admin fee / account holder | $154 | $2,767-94.4% | $13,435-98.9% | $2,969-94.8% |