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.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 | $7,466 |
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 | $13,677 | $24,730-44.7% | $66,042-79.3% | $84,808-83.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 16.78% | 79.55%-62.8pp | 52.11%-35.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,444 | $857+68.5% | $1,579-8.6% | $2,631-45.1% |
| Participant deferral / active EE | $3,056 | $1,737+75.9% | $2,835+7.8% | $4,212-27.4% |
| Admin fee / account holder | $82 | $3,014-97.3% | $5,747-98.6% | $7,344-98.9% |