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 | $45,903 |
HUMAN INTEREST ADVISOR LLC6 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $38,670 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $17,000 |
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 | $97,630 | $64,119+52.3% | $112,228-13.0% | $66,914+45.9% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.1%+22.9pp | 69.8%+28.2pp |
| Annual return | -16.79% | -13.81%-3.0pp | 27.45%-44.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,783 | $3,005-7.4% | $3,635-23.4% | $2,544+9.4% |
| Participant deferral / active EE | $10,336 | $3,693+179.9% | $4,728+118.6% | $4,237+144.0% |
| Admin fee / account holder | $376 | $625-39.8% | $6,410-94.1% | $593-36.6% |