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.
See the 8-year trajectory with Solo.
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 | $20,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,480 | $31,741-57.5% | $56,411-76.1% | $199,593-93.2% |
| Participation rate | 31.1% | 32.3%-1.2pp | 52.5%-21.3pp | 72.0%-40.8pp |
| Annual return | 18.76% | 14.72%+4.0pp | 1701.33%-1682.6pp | 34.25%-15.5pp |
| Employer contribution / active EE | $23 | $508-95.4% | $1,039-97.8% | $3,034-99.2% |
| Participant deferral / active EE | $1,607 | $1,184+35.7% | $1,952-17.7% | $5,087-68.4% |
| Admin fee / account holder | $12 | $426-97.2% | $2,829-99.6% | $269-95.5% |