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.4 years Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $13,865 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,403 | $104,475-67.1% | $159,436-78.4% | $79,386-56.7% |
| Participation rate | 81.1% | 76.6%+4.5pp | 82.8%-1.7pp | 70.7%+10.4pp |
| Annual return | 10.64% | 67.95%-57.3pp | 263.57%-252.9pp | 116.85%-106.2pp |
| Employer contribution / active EE | $2,170 | $3,417-36.5% | $4,829-55.1% | $2,427-10.6% |
| Participant deferral / active EE | $6,781 | $6,467+4.8% | $7,352-7.8% | $4,046+67.6% |
| Admin fee / account holder | $79 | $711-88.9% | $10,799-99.3% | $626-87.4% |