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.7 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $20,065 |
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 | $50,588 | $101,317-50.1% | $146,958-65.6% | $74,495-32.1% |
| Participation rate | 67.5% | 75.5%-8.0pp | 82.2%-14.6pp | 67.2%+0.3pp |
| Annual return | 16.85% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,251 | $3,810-40.9% | $4,933-54.4% | $2,623-14.2% |
| Participant deferral / active EE | $6,165 | $7,303-15.6% | $8,070-23.6% | $4,346+41.9% |
| Admin fee / account holder | $94 | $1,739-94.6% | $12,998-99.3% | $1,942-95.2% |