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+ years Filed as: DECIMAL INC Service code 14 1160 BATTERY STREET, SUITE 350 · SAN FRANCISCO, CA 94111 | Plan Administrator | $6,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,619 | $75,183-47.3% | $123,892-68.0% | $55,167-28.2% |
| Participation rate | 55.0% | 72.8%-17.9pp | 81.4%-26.5pp | 69.0%-14.0pp |
| Annual return | 10.97% | 19.01%-8.0pp | 47.52%-36.5pp | 169.23%-158.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,312 | $5,084+24.1% | $5,984+5.5% | $3,054+106.7% |
| Admin fee / account holder | $47 | $663-92.9% | $8,357-99.4% | $504-90.6% |