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 10-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 |
|---|---|---|
DECIMAL, INC.3 years Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $13,075 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,287 | $99,957-72.7% | $149,696-81.8% | $73,488-62.9% |
| Participation rate | 79.7% | 75.7%+4.0pp | 82.5%-2.8pp | 70.7%+9.0pp |
| Annual return | 9.51% | 53.87%-44.4pp | 276.60%-267.1pp | 28.51%-19.0pp |
| Employer contribution / active EE | $1,988 | $3,191-37.7% | $4,644-57.2% | $2,270-12.4% |
| Participant deferral / active EE | $5,954 | $6,073-2.0% | $6,842-13.0% | $3,740+59.2% |
| Admin fee / account holder | $81 | $551-85.3% | $9,309-99.1% | $513-84.3% |