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 4-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 |
|---|---|---|
Filed as: HUMAN INTEREST Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,442 | $20,316-58.4% | $66,042-87.2% | $74,304-88.6% |
| Participation rate | 66.0% | 62.8%+3.3pp | 67.5%-1.5pp | 60.3%+5.7pp |
| Annual return | 25.56% | 28.10%-2.5pp | 52.11%-26.6pp | 29.43%-3.9pp |
| Employer contribution / active EE | $572 | $745-23.1% | $1,579-63.8% | $2,241-74.5% |
| Participant deferral / active EE | $1,558 | $1,615-3.6% | $2,835-45.1% | $3,767-58.7% |
| Admin fee / account holder | $43 | $1,668-97.4% | $5,747-99.2% | $2,969-98.5% |