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 LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $20,992 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,668 | $54,193-78.5% | $93,606-87.5% | $77,643-85.0% |
| Participation rate | 83.7% | 63.9%+19.8pp | 68.7%+15.0pp | 70.6%+13.2pp |
| Annual return | 14.02% | 30.54%-16.5pp | 133.20%-119.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $354 | $1,168-69.7% | $2,420-85.4% | $2,726-87.0% |
| Participant deferral / active EE | $2,689 | $3,144-14.5% | $4,411-39.0% | $4,647-42.1% |
| Admin fee / account holder | $27 | $576-95.3% | $8,285-99.7% | $430-93.7% |