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 LLC8 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $47,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,693 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,903 | $101,317+112.1% | $146,958+46.2% | $74,495+188.5% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 14.10% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $14,376 | $3,810+277.3% | $4,933+191.4% | $2,623+448.1% |
| Participant deferral / active EE | $11,967 | $7,303+63.9% | $8,070+48.3% | $4,346+175.4% |
| Admin fee / account holder | $442 | $1,739-74.6% | $12,998-96.6% | $1,942-77.2% |