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 5-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 LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $18,395 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,124 | $102,382-81.3% | $147,005-87.0% | $80,874-76.4% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 14.43% | 134.89%-120.5pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,402 | $3,715-35.3% | $4,934-51.3% | $2,756-12.8% |
| Participant deferral / active EE | $7,750 | $6,646+16.6% | $8,070-4.0% | $4,297+80.4% |
| Admin fee / account holder | $85 | $7,942-98.9% | $13,006-99.3% | $6,935-98.8% |