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 | $20,316-56.6% | $66,042-86.7% | $74,304-88.1% |
| Participation rate | 85.1% | 62.8%+22.3pp | 67.5%+17.6pp | 60.3%+24.7pp |
| Annual return | 19.50% | 28.10%-8.6pp | 52.11%-32.6pp | 29.43%-9.9pp |
| Employer contribution / active EE | $776 | $745+4.3% | $1,579-50.8% | $2,241-65.4% |
| Participant deferral / active EE | $1,409 | $1,615-12.7% | $2,835-50.3% | $3,767-62.6% |
| Admin fee / account holder | $46 | $1,668-97.2% | $5,747-99.2% | $2,969-98.4% |