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 | $88,360-58.9% | $145,433-75.0% | $67,986-46.5% |
| Participation rate | 94.4% | 65.5%+28.9pp | 82.1%+12.3pp | 57.2%+37.2pp |
| Annual return | 19.41% | 63.15%-43.7pp | 66.58%-47.2pp | 31.67%-12.3pp |
| Employer contribution / active EE | $3,251 | $3,054+6.5% | $4,554-28.6% | $2,019+61.1% |
| Participant deferral / active EE | $9,122 | $5,932+53.8% | $7,897+15.5% | $3,358+171.6% |
| Admin fee / account holder | $154 | $3,313-95.4% | $13,129-98.8% | $3,203-95.2% |