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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC8+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $67,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,289 |
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 | $88,978 | $46,292+92.2% | $143,757-38.1% | $64,808+37.3% |
| Participation rate | 95.6% | 64.2%+31.4pp | 80.3%+15.3pp | 71.5%+24.1pp |
| Annual return | -16.48% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $4,349 | $1,910+127.8% | $4,951-12.2% | $2,506+73.6% |
| Participant deferral / active EE | $5,519 | $2,646+108.6% | $5,637-2.1% | $4,310+28.0% |
| Admin fee / account holder | $290 | $154+88.9% | $14,673-98.0% | $188+54.7% |