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 | $5,518 |
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 | $8,811 | $16,790-47.5% | $64,489-86.3% | $67,986-87.0% |
| Participation rate | 85.1% | 62.4%+22.7pp | 67.7%+17.4pp | 57.2%+27.9pp |
| Annual return | 19.50% | 30.55%-11.0pp | 55.03%-35.5pp | 31.67%-12.2pp |
| Employer contribution / active EE | $776 | $648+19.9% | $1,523-49.0% | $2,019-61.5% |
| Participant deferral / active EE | $1,409 | $1,510-6.7% | $2,778-49.3% | $3,358-58.0% |
| Admin fee / account holder | $46 | $1,690-97.3% | $4,260-98.9% | $3,203-98.6% |