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.3 years Filed as: DECIMAL INC. Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $17,915 |
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 | $19,300 | $91,190-78.8% | $178,490-89.2% | $79,858-75.8% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 11.36% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $10,207 | $3,256+213.5% | $5,011+103.7% | $2,471+313.1% |
| Participant deferral / active EE | $7,139 | $3,236+120.6% | $5,202+37.2% | $3,740+90.9% |
| Admin fee / account holder | $118 | $6,751-98.3% | $13,984-99.2% | $5,306-97.8% |