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 |
|---|---|---|
MORNINGSTAR1 year Service code 28 | Investment Management | $8,138 |
DECIMAL, INC.2 years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,643 | $99,957-51.3% | $149,696-67.5% | $73,488-33.8% |
| Participation rate | 48.4% | 75.7%-27.3pp | 82.5%-34.0pp | 70.7%-22.3pp |
| Annual return | 49.29% | 53.87%-4.6pp | 276.60%-227.3pp | 28.51%+20.8pp |
| Employer contribution / active EE | $1,814 | $3,191-43.1% | $4,644-60.9% | $2,270-20.1% |
| Participant deferral / active EE | $3,349 | $6,073-44.9% | $6,842-51.1% | $3,740-10.5% |
| Admin fee / account holder | $144 | $551-73.9% | $9,309-98.5% | $513-72.0% |