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 LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $12,335 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,039 | $44,984-68.8% | $85,009-83.5% | $74,546-81.2% |
| Participation rate | 79.3% | 49.4%+29.9pp | 67.5%+11.8pp | 67.2%+12.1pp |
| Annual return | 8.89% | 26.25%-17.4pp | 66.47%-57.6pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,141 | $2,733+88.1% | $4,522+13.7% | $4,347+18.2% |
| Admin fee / account holder | $64 | $2,208-97.1% | $6,153-99.0% | $1,944-96.7% |