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 LLC3+ years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $108,024 |
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 | $74,217 | $119,446-37.9% | $150,045-50.5% | $85,563-13.3% |
| Participation rate | 95.9% | 75.4%+20.5pp | 82.3%+13.6pp | 66.0%+30.0pp |
| Annual return | 38.90% | 23.72%+15.2pp | 62.55%-23.6pp | 31.51%+7.4pp |
| Employer contribution / active EE | $5,599 | $4,078+37.3% | $4,693+19.3% | $2,654+111.0% |
| Participant deferral / active EE | $11,739 | $7,985+47.0% | $7,997+46.8% | $4,375+168.3% |
| Admin fee / account holder | $289 | $548-47.3% | $13,435-97.9% | $834-65.4% |