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.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC1+ years Service code 12 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Claims processing; Investment advisor... | $14,542 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,384 | $91,407-72.2% | $135,903-81.3% | $71,457-64.5% |
| Participation rate | 86.8% | 75.7%+11.1pp | 81.9%+4.9pp | 67.9%+18.9pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,986 | $3,703-46.4% | $4,856-59.1% | $2,588-23.2% |
| Participant deferral / active EE | $8,785 | $7,092+23.9% | $7,758+13.2% | $4,289+104.8% |
| Admin fee / account holder | $77 | $1,266-93.9% | $10,762-99.3% | $1,587-95.2% |