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.5 years Filed as: DECIMAL INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $11,680 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,905 | $73,867-81.2% | $143,757-90.3% | $68,494-79.7% |
| Participation rate | 69.4% | 66.7%+2.7pp | 80.3%-10.9pp | 67.9%+1.5pp |
| Annual return | -14.09% | 1.01%-15.1pp | -0.04%-14.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,907 | $3,184-40.1% | $4,951-61.5% | $2,596-26.5% |
| Participant deferral / active EE | $2,818 | $3,384-16.7% | $5,637-50.0% | $4,027-30.0% |
| Admin fee / account holder | $68 | $5,755-98.8% | $14,673-99.5% | $5,403-98.7% |