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 10-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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANSISCO, CA 94101 | Contract Administrator | $15,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,332 | $55,415-52.5% | $155,509-83.1% | $74,495-64.7% |
| Participation rate | 48.6% | 61.9%-13.3pp | 78.2%-29.6pp | 67.2%-18.6pp |
| Annual return | 12.65% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $725 | $2,267-68.0% | $4,672-84.5% | $2,623-72.4% |
| Participant deferral / active EE | $1,883 | $2,836-33.6% | $5,626-66.5% | $4,346-56.7% |
| Admin fee / account holder | $156 | $1,738-91.0% | $15,912-99.0% | $1,942-92.0% |