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.6 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $18,159 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,019 | $91,407-56.2% | $135,903-70.6% | $71,457-44.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 81.9%-6.9pp | 67.9%+7.1pp |
| Annual return | 12.41% | 29.90%-17.5pp | 68.23%-55.8pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,394 | $3,703-35.4% | $4,856-50.7% | $2,588-7.5% |
| Participant deferral / active EE | $6,793 | $7,092-4.2% | $7,758-12.4% | $4,289+58.4% |
| Admin fee / account holder | $96 | $1,266-92.4% | $10,762-99.1% | $1,587-93.9% |