See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC1+ years Filed as: HUMAN INTEREST ADVISOR, LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. · SAN FRANCISCO, CA 94101 | Contract Administrator | $19,711 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,319 | $100,227-77.7% | $169,993-86.9% | $74,419-70.0% |
| Participation rate | 86.4% | 87.3%-0.9pp | 87.0%-0.6pp | 70.7%+15.7pp |
| Annual return | 0.00% | 66.08%-66.1pp | 53.37%-53.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $3,770 | $4,263-11.6% | $6,785-44.4% | $2,637+43.0% |
| Participant deferral / active EE | $6,300 | $7,143-11.8% | $10,408-39.5% | $4,528+39.1% |
| Admin fee / account holder | $65 | $234-72.4% | $12,815-99.5% | $348-81.4% |