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 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $6,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,982 | $89,652-62.1% | $141,162-75.9% | $65,185-47.9% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.5%-28.7pp | 70.2%-16.4pp |
| Annual return | 18.00% | 32.79%-14.8pp | 71.39%-53.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,951 | $3,065-36.3% | $4,735-58.8% | $2,177-10.4% |
| Participant deferral / active EE | $3,250 | $5,691-42.9% | $6,709-51.6% | $3,514-7.5% |
| Admin fee / account holder | $144 | $569-74.6% | $10,261-98.6% | $847-83.0% |