Decimal, Inc.
recordkeeper9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served28-5 YoYRank #654 of mapped providers
Assets under administration$184M0.0%Market share · rank #5753
Fees received$393,273Median $14,544/planSum across Schedule C direct + indirect
Net wins YoY-56 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Decimal, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Decimal, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Plan AdministratorCode 14 | 24 | $13,482 | |
Recordkeeping feesCode 64 | 3 | $15,022 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Contract Administrator; Named fiduciaryCode 13 | 1 | $18,475 |
Competitor overlap
Percent of Decimal, Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Decimal, Inc..
| Sponsor | From | Assets |
|---|---|---|
VALON TECHNOLOGIES, INC.NY · 842070751-001 | (new plan) | $9M |
HELION ENERGY, INC.WA · 463247574-001 | (new plan) | $8M |
HONEYBOOK, INC.CA · 800868409-001 | (new plan) | $6M |
LILAC SOLUTIONS, INC.CA · 812946618-001 | (new plan) | $5M |
CWI GIFTSOH · 311000992-002 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under Decimal, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BLUECORE, INCNY · 462284224-001 | Merrill | $13M |
CARIBOU BIOSCIENCES, INC.CA · 453728228-001 | Fidelity Investments | $12M |
QUICK TECHNOLOGIES, INC.TX · 752418303-001 | Charles Schwab | $12M |
NETEASE INFORMATION TECHNOLOGY CORP.CA · 465765555-001 | Fidelity Investments | $9M |
MKS2, LLCTX · 271260077-001 | Resource Benefits Administrators | $5M |
DRIP GLOBAL, INC.MN · 263861881-001 | (new plan) | $5M |
SMARTPROCURE, INC.FL · 472337189-001 | StanCorp Financial Group | $3M |
SECOND NATURENC · 800963336-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GLADLY SOFTWARE, INC.CA · 471938875-001 | $14M | 239 | $16,913 | 5y | 1 |
VISIQUATE INC.CA · 270836945-001 | $12M | 99 | $10,779 | 2y | 1 |
PEABERRY SOFTWARE, INCOR · 454421845-001 | $12M | 228 | $16,053 | 2y | 1 |
BODE CELLMARK FORENSICS, INCVA · 541750293-001 | $12M | 337 | $19,883 | 6y | 1 |
15 FIVE, INC.CA · 452422755-001 | $11M | 288 | $25,806 | 4y | 1 |
VRX, INC.TX · 200216853-001 | $11M | 286 | $20,065 | 7y | - |
BIRDEYE INC.CA · 454835337-001 | $11M | 443 | $34,910 | 7y | 1 |
SERTIFIIL · 201017995-001 | $9M | 162 | $11,415 | 3y | - |
VALON TECHNOLOGIES, INC.NY · 842070751-001 | $9M | 469 | $15,022 | 1y | 1 |
HYDRATION LABS, INC.MA · 463555338-001 | $8M | 246 | $17,447 | 5y | - |
Flag exposure
85.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Decimal, Inc..
- BRANDYWINE GLOBAL INVMT MGMT LLS
- DECIMAL
- DECIMAL INC
- DECIMAL INC.
- DECIMAL INC. DBA UBIQUITY
- DECIMAL, INC
- DECIMAL, INC.
- DECIMAL, INC. DBA UBIQUITY
- DECIMAL,INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Decimal, Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 10.71% | 7.76% | +2.95 pp |
| Fidelity bond gap | 2 | 7.14% | 26.94% | -19.80 pp |
| Late contributions | 13 | 46.43% | 1.71% | +44.72 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 3.57% | 1.76% | +1.81 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Decimal, Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Decimal, Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Morningstar Investment Management | 2 | 7.1% |
| AssuredPartners Capital Inc. | 1 | 3.6% |
| Risk Strategies Company | 1 | 3.6% |
| White Oaks Wealth Advisors | 1 | 3.6% |