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 | $41,873 |
HUMAN INTEREST ADVISOR LLC7 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $37,427 |
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 | $110,876 | $76,670+44.6% | $96,683+14.7% | $71,457+55.2% |
| Participation rate | 95.7% | 66.6%+29.2pp | 74.3%+21.4pp | 67.9%+27.8pp |
| Annual return | 18.06% | 48.29%-30.2pp | 35.69%-17.6pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,227 | $3,031-26.6% | $3,737-40.4% | $2,588-14.0% |
| Participant deferral / active EE | $10,429 | $3,771+176.5% | $4,878+113.8% | $4,289+143.2% |
| Admin fee / account holder | $384 | $2,028-81.1% | $6,730-94.3% | $1,587-75.8% |