See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.7 years Filed as: DECIMAL INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $12,668 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,439 | $81,248-72.4% | $155,509-85.6% | $80,856-72.2% |
| Participation rate | 73.7% | 66.2%+7.5pp | 78.2%-4.5pp | 67.6%+6.0pp |
| Annual return | 16.46% | 33.31%-16.9pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,163 | $3,100-30.2% | $4,672-53.7% | $2,755-21.5% |
| Participant deferral / active EE | $4,865 | $3,452+41.0% | $5,626-13.5% | $4,296+13.3% |
| Admin fee / account holder | $73 | $7,997-99.1% | $15,912-99.5% | $6,918-98.9% |