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.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC1+ years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $13,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,782 | $101,317-68.6% | $146,958-78.4% | $74,495-57.3% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 0.00% | 8730.91%-8730.9pp | 418.34%-418.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $2,894 | $3,810-24.0% | $4,933-41.3% | $2,623+10.3% |
| Participant deferral / active EE | $5,575 | $7,303-23.7% | $8,070-30.9% | $4,346+28.3% |
| Admin fee / account holder | $114 | $1,739-93.5% | $12,998-99.1% | $1,942-94.2% |