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.3 years Service code 14 · EIN 94-3354450 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $5,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,464 | $78,422-52.2% | $95,952-61.0% | $79,858-53.1% |
| Participation rate | 36.0% | 73.5%-37.5pp | 77.1%-41.1pp | 69.6%-33.6pp |
| Annual return | 13.70% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,483 | $3,440+233.8% | $4,167+175.6% | $3,740+207.0% |
| Admin fee / account holder | $96 | $5,622-98.3% | $6,795-98.6% | $5,306-98.2% |