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 |
|---|---|---|
Filed as: HUMAN INTEREST Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,656 |
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 | $9,167 | $20,316-54.9% | $66,042-86.1% | $74,304-87.7% |
| Participation rate | 84.9% | 62.8%+22.2pp | 67.5%+17.4pp | 60.3%+24.6pp |
| Annual return | 20.20% | 28.10%-7.9pp | 52.11%-31.9pp | 29.43%-9.2pp |
| Employer contribution / active EE | $622 | $745-16.4% | $1,579-60.6% | $2,241-72.2% |
| Participant deferral / active EE | $1,713 | $1,615+6.0% | $2,835-39.6% | $3,767-54.5% |
| Admin fee / account holder | $52 | $1,668-96.9% | $5,747-99.1% | $2,969-98.2% |