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 9-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 Service code 13 · EIN 47-4307706 | Contract Administrator | $17,667 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,858 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,070 | $100,923-33.5% | $150,045-55.3% | $74,304-9.7% |
| Participation rate | 76.3% | 70.1%+6.2pp | 82.3%-6.0pp | 60.3%+15.9pp |
| Annual return | 24.46% | 51.77%-27.3pp | 62.55%-38.1pp | 29.43%-5.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,938 | $6,709+92.8% | $7,997+61.8% | $3,767+243.4% |
| Admin fee / account holder | $147 | $2,767-94.7% | $13,435-98.9% | $2,969-95.0% |