Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $9,727 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,851 | $101,591-49.9% | $147,096-65.4% | $74,429-31.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.2%-0.4pp | 67.2%+14.6pp |
| Annual return | 14.20% | 8746.45%-8732.2pp | 419.75%-405.5pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $2,979 | $3,813-21.9% | $4,936-39.6% | $2,625+13.5% |
| Participant deferral / active EE | $9,476 | $7,302+29.8% | $8,071+17.4% | $4,348+117.9% |
| Admin fee / account holder | $62 | $1,750-96.5% | $13,005-99.5% | $1,944-96.8% |