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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,138 |
HUMAN INTEREST ADVISOR LLC4 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $36,782 |
AKT LLP6+ years Filed as: AKT Service code 10 · EIN 93-0623286 | Accounting | $11,500 |
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 | $104,972 | $69,362+51.3% | $101,248+3.7% | $73,488+42.8% |
| Participation rate | 98.7% | 68.4%+30.3pp | 75.8%+22.9pp | 70.7%+28.0pp |
| Annual return | 14.99% | 18.46%-3.5pp | 46.47%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,099 | $2,628-20.1% | $3,660-42.6% | $2,270-7.5% |
| Participant deferral / active EE | $8,676 | $3,300+162.9% | $4,370+98.5% | $3,740+132.0% |
| Admin fee / account holder | $325 | $704-53.7% | $5,945-94.5% | $513-36.6% |