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 |
|---|---|---|
Filed as: MIRACLE MILE ADVISORS, LLC Service code 26 · EIN 20-8196553 2669 CHESTNUT STREET #308 · SAN FRANCISCO, CA 94123 | Advisory (Participants) | $3,955 |
KARP CAPITAL MANAGEMENT2+ years Service code 26 · EIN 20-1159707 2269 CHESTNUT STREET #308 · SAN FRANCISCO, CA 94123 | Advisory (Participants) | $1,660 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $204 |
Annual investment return 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 | $5,200 | $26,114-80.1% | $58,482-91.1% | $74,419-93.0% |
| Participation rate | 91.4% | 32.1%+59.2pp | 50.9%+40.5pp | 70.7%+20.6pp |
| Annual return | 7.82% | 32.51%-24.7pp | 4239.32%-4231.5pp | 34.38%-26.6pp |
| Employer contribution / active EE | $505 | $536-5.7% | $1,053-52.1% | $2,637-80.9% |
| Participant deferral / active EE | $536 | $1,075-50.2% | $1,924-72.2% | $4,528-88.2% |
| Admin fee / account holder | $65 | $649-90.1% | $2,516-97.4% | $348-81.5% |