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 4-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 LLC2 years Filed as: HUMAN INVESTING Service code 26 6000 MEADOWS RD. · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $31,556 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,675 |
APRIO LLP1 year Filed as: APRIO, LLP Service code 27 P.O. BOX 117310 · ATLANTA, GA 303687310 | Advisory (Plan) | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,517 | $54,193-49.2% | $93,606-70.6% | $77,643-64.6% |
| Participation rate | 75.9% | 63.9%+12.0pp | 68.7%+7.2pp | 70.6%+5.3pp |
| Annual return | 48.74% | 30.54%+18.2pp | 133.20%-84.5pp | 31.24%+17.5pp |
| Employer contribution / active EE | $895 | $1,168-23.4% | $2,420-63.0% | $2,726-67.2% |
| Participant deferral / active EE | $2,573 | $3,144-18.2% | $4,411-41.7% | $4,647-44.6% |
| Admin fee / account holder | $78 | $576-86.5% | $8,285-99.1% | $430-82.0% |