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 |
|---|---|---|
Filed as: HUMAN INTEREST Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $14,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,448 | $30,588-43.0% | $53,898-67.6% | $85,563-79.6% |
| Participation rate | 17.6% | 26.3%-8.7pp | 55.0%-37.4pp | 66.0%-48.4pp |
| Annual return | 21.17% | 50.42%-29.2pp | 528.60%-507.4pp | 31.51%-10.3pp |
| Employer contribution / active EE | $200 | $436-54.2% | $932-78.6% | $2,654-92.5% |
| Participant deferral / active EE | $856 | $848+1.0% | $1,826-53.1% | $4,375-80.4% |
| Admin fee / account holder | $108 | $1,879-94.2% | $2,491-95.7% | $834-87.0% |