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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $13,879 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,051 | $48,230-33.5% | $67,502-52.5% | $80,856-60.4% |
| Participation rate | 91.1% | 66.4%+24.7pp | 72.9%+18.2pp | 67.6%+23.4pp |
| Annual return | 14.48% | 18.28%-3.8pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,784 | $2,020+87.4% | $2,731+38.6% | $2,755+37.4% |
| Participant deferral / active EE | $10,524 | $2,924+260.0% | $4,000+163.1% | $4,296+145.0% |
| Admin fee / account holder | $133 | $3,681-96.4% | $3,998-96.7% | $6,918-98.1% |