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.5 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $15,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,044 | $84,487-59.7% | $125,339-72.8% | $66,914-49.1% |
| Participation rate | 69.8% | 76.4%-6.6pp | 82.4%-12.5pp | 69.8%0pp |
| Annual return | -12.32% | -8.39%-3.9pp | 572.05%-584.4pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,252 | $3,553-36.6% | $4,814-53.2% | $2,544-11.5% |
| Participant deferral / active EE | $6,143 | $6,781-9.4% | $7,446-17.5% | $4,237+45.0% |
| Admin fee / account holder | $76 | $685-88.9% | $10,010-99.2% | $593-87.1% |