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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.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 | $5,609 |
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 | $5,488 | $54,517-89.9% | $75,972-92.8% | $74,495-92.6% |
| Participation rate | 95.4% | 60.3%+35.1pp | 69.1%+26.3pp | 67.2%+28.2pp |
| Annual return | 12.79% | 31.82%-19.0pp | 359.55%-346.8pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,494 | $1,777-15.9% | $2,685-44.4% | $2,623-43.0% |
| Participant deferral / active EE | $1,098 | $3,066-64.2% | $4,255-74.2% | $4,346-74.7% |
| Admin fee / account holder | $23 | $2,229-99.0% | $6,467-99.7% | $1,942-98.8% |