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.4 years Service code 14 · EIN 94-3354450 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,230 |
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 | $37,872 | $86,286-56.1% | $111,297-66.0% | $85,850-55.9% |
| Participation rate | 38.0% | 73.3%-35.4pp | 77.3%-39.3pp | 69.3%-31.3pp |
| Annual return | 14.09% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,722 | $3,641+57.2% | $4,487+27.5% | $3,952+44.8% |
| Admin fee / account holder | $89 | $8,188-98.9% | $7,964-98.9% | $6,260-98.6% |