See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC10+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $78,656 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,403 |
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 | $108,675 | $50,815+113.9% | $155,509-30.1% | $77,643+40.0% |
| Participation rate | 94.2% | 63.1%+31.1pp | 78.2%+16.0pp | 70.6%+23.6pp |
| Annual return | 22.24% | 34.80%-12.6pp | 64.67%-42.4pp | 31.24%-9.0pp |
| Employer contribution / active EE | $3,136 | $1,993+57.4% | $4,672-32.9% | $2,726+15.1% |
| Participant deferral / active EE | $6,618 | $2,822+134.5% | $5,626+17.6% | $4,647+42.4% |
| Admin fee / account holder | $258 | $437-40.9% | $15,912-98.4% | $430-40.0% |