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 Service code 14 · EIN 94-3354450 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,451 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,665 | $59,186-61.7% | $76,768-70.5% | $56,287-59.7% |
| Participation rate | 38.2% | 75.2%-37.1pp | 77.0%-38.8pp | 69.9%-31.7pp |
| Annual return | -7.60% | 6.62%-14.2pp | 2.43%-10.0pp | -9.96%+2.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,290 | $3,255+62.5% | $3,852+37.3% | $3,350+57.9% |
| Admin fee / account holder | $76 | $489-84.5% | $6,675-98.9% | $521-85.4% |