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.1 year Filed as: DECIMAL INC Service code 14 1160 BATTERY STREET, SUITE 350 · SAN FRANCISCO, CA 94111 | Plan Administrator | $6,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,574 | $52,639-57.1% | $185,117-87.8% | $62,292-63.8% |
| Participation rate | 28.2% | 63.9%-35.7pp | 77.3%-49.1pp | 69.5%-41.4pp |
| Annual return | 19.55% | 19.57%0pp | 40.50%-20.9pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,022 | $1,483-31.0% | $4,182-75.6% | $2,042-49.9% |
| Participant deferral / active EE | $1,400 | $3,097-54.8% | $5,045-72.2% | $3,169-55.8% |
| Admin fee / account holder | $112 | $374-70.1% | $8,159-98.6% | $479-76.7% |