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 4-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 |
|---|---|---|
KARP CAPITAL MANAGEMENT1+ years Service code 26 · EIN 20-1159707 2269 CHESTNUT STREET #308 · SAN FRANCISCO, CA 94123 | Advisory (Participants) | $1,737 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,002 | $30,086-83.4% | $61,373-91.8% | $64,808-92.3% |
| Participation rate | 85.3% | 36.4%+48.9pp | 52.6%+32.7pp | 71.5%+13.8pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.61%-338.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $388 | $536-27.7% | $1,159-66.6% | $2,506-84.5% |
| Participant deferral / active EE | $290 | $1,126-74.2% | $2,125-86.3% | $4,310-93.3% |
| Admin fee / account holder | $17 | $148-88.7% | $2,130-99.2% | $188-91.1% |