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 4-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 | $11,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,302 | $50,815-75.8% | $155,509-92.1% | $77,643-84.2% |
| Participation rate | 43.9% | 63.1%-19.2pp | 78.2%-34.3pp | 70.6%-26.7pp |
| Annual return | 16.25% | 34.80%-18.6pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $941 | $1,993-52.8% | $4,672-79.9% | $2,726-65.5% |
| Participant deferral / active EE | $1,429 | $2,822-49.4% | $5,626-74.6% | $4,647-69.2% |
| Admin fee / account holder | $66 | $437-84.8% | $15,912-99.6% | $430-84.6% |