Case Study: Schriver Carmona & Co boosts 401(k) enrollment with Human Interest

How switching from Guideline helped CPA firm increase 401(k) employee enrollment

Schriver Carmona & Company, a CPA firm, faced challenges with their previous 401(k) provider, Guideline. Their needs for local, responsive service and a seamless integration with their Gusto payroll system were not being met, creating a bottleneck for the business as it grew.

By switching to Human Interest's 401(k) service, the firm gained a dedicated specialist and a seamless Gusto integration that automated manual tasks. This solution, combined with adding an employer match, led to a measurable 60% increase in employee enrollment, bringing their participation rate to 96%. Human Interest also provided exceptional white-glove service, which saved the firm's CEO substantial administrative time and gave him the confidence to refer clients to the vendor.

Schriver Carmona & Company

Derek Schriver

Chief Executive Officer