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 3-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 | $35,899 |
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 | $46,706 | $122,239-61.8% | $184,200-74.6% | $74,546-37.3% |
| Participation rate | 81.6% | 85.5%-3.9pp | 86.8%-5.3pp | 67.2%+14.3pp |
| Annual return | 14.87% | 19.95%-5.1pp | 28.80%-13.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $4,263 | $4,537-6.0% | $6,424-33.6% | $2,624+62.4% |
| Participant deferral / active EE | $7,787 | $7,139+9.1% | $9,132-14.7% | $4,347+79.1% |
| Admin fee / account holder | $203 | $1,260-83.9% | $13,907-98.5% | $1,944-89.6% |