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 7-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, INC. Service code 12 655 MONTGOMERY STREET · SAN FRANCISCO, CA 94111 | Participant loan processing; Claims p... | $30,365 |
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 | $24,731 | $84,487-70.7% | $125,339-80.3% | $66,914-63.0% |
| Participation rate | 83.8% | 76.4%+7.4pp | 82.4%+1.4pp | 69.8%+14.0pp |
| Annual return | 0.15% | -8.39%+8.5pp | 572.05%-571.9pp | 1.58%-1.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,418 | $6,781+83.1% | $7,446+66.8% | $4,237+193.1% |
| Admin fee / account holder | $105 | $685-84.6% | $10,010-98.9% | $593-82.2% |