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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, STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $18,390 |
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $3,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,493 | $108,919-81.2% | $100,391-79.6% | $145,922-86.0% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | -94.97% | 57.88%-152.9pp | 49.20%-144.2pp | 561.29%-656.3pp |
| Employer contribution / active EE | $114,440 | $4,419+2489.6% | $3,942+2803.3% | $4,660+2356.0% |
| Participant deferral / active EE | $208,298 | $8,445+2366.6% | $8,082+2477.4% | $6,688+3014.6% |
| Admin fee / account holder | $1,354 | $9,689-86.0% | $7,899-82.9% | $13,397-89.9% |