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.2 years Filed as: DECIMAL INC. Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $15,996 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,987 | $52,953-64.1% | $172,739-89.0% | $65,185-70.9% |
| Participation rate | 69.7% | 66.2%+3.5pp | 82.6%-13.0pp | 70.2%-0.5pp |
| Annual return | 18.51% | 30.12%-11.6pp | 802.84%-784.3pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,127 | $2,190-48.6% | $5,143-78.1% | $2,177-48.2% |
| Participant deferral / active EE | $2,825 | $2,471+14.3% | $5,198-45.7% | $3,514-19.6% |
| Admin fee / account holder | $87 | $472-81.6% | $13,954-99.4% | $847-89.7% |