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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.

Do you think Human Interest delivers good value for the price?

Yes

Are you happy with Human Interest's feature set?

No

Did Human Interest live up to sales and marketing promises?

Yes

Did implementation of Human Interest go as expected?

Yes

Would you buy Human Interest again?

Yes

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.