Great Value, Sketchy Transactions
Updated March 14, 2023

Great Value, Sketchy Transactions

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Human Interest

I was looking for a simple retirement plan for a small business when I found Human Interest.
  • Simplicity of fees and options
  • Responsive customer service that solves problems
  • Logical fund choices
  • Transaction dates --- transactions are made on random dates
  • Transparency on when transactions will occur
  • Cannot find dates of buy/sell
  • What is shown as allocation within account is incorrect - showed 100% cash as allocation, but actual allocation was 60/40 with only new funds in cash.
  • Increased tax free compensation by $35,000 per employee
It is easy to use have avoided problems that Quickbooks seems to have with every other software programs.
  • Guideline
We were looking for a low-cost solution, so Guideline was at the top, but their reviews were terrible, and would not reassuring when speaking with them.

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High cash flow businesses are looking to maximize tax savings without employing a fleet of accountants and attorneys. The sweet spot is companies with employees who can max out, but would pay too much in fees for a custom provider.