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 4-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 LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $18,129 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,298 | $89,808-76.3% | $100,391-78.8% | $77,643-72.6% |
| Participation rate | 81.2% | 81.2%0pp | 81.5%-0.3pp | 70.6%+10.6pp |
| Annual return | 14.60% | 20.62%-6.0pp | 49.20%-34.6pp | 31.24%-16.6pp |
| Employer contribution / active EE | $534 | $3,039-82.4% | $3,942-86.4% | $2,726-80.4% |
| Participant deferral / active EE | $5,794 | $8,284-30.1% | $8,082-28.3% | $4,647+24.7% |
| Admin fee / account holder | $65 | $174-62.7% | $7,899-99.2% | $430-84.9% |