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 | $46,928 |
HUMAN INTEREST ADVISOR LLC5+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $45,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,127 | $62,928+49.6% | $172,739-45.5% | $67,579+39.3% |
| Participation rate | 97.0% | 64.5%+32.5pp | 82.6%+14.3pp | 71.3%+25.7pp |
| Annual return | 22.17% | 30.36%-8.2pp | 802.84%-780.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $3,348 | $1,636+104.6% | $5,143-34.9% | $2,148+55.9% |
| Participant deferral / active EE | $5,694 | $2,145+165.5% | $5,198+9.5% | $3,539+60.9% |
| Admin fee / account holder | $274 | $167+64.7% | $13,954-98.0% | $142+92.9% |