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 LLC9+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $65,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,516 |
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 | $103,552 | $47,126+119.7% | $149,673-30.8% | $74,419+39.1% |
| Participation rate | 92.1% | 63.4%+28.7pp | 78.8%+13.3pp | 70.7%+21.4pp |
| Annual return | 20.17% | 22.75%-2.6pp | 134.42%-114.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $3,724 | $1,905+95.4% | $4,818-22.7% | $2,637+41.2% |
| Participant deferral / active EE | $5,427 | $2,728+99.0% | $5,680-4.5% | $4,528+19.9% |
| Admin fee / account holder | $253 | $343-26.3% | $13,210-98.1% | $348-27.4% |