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.5 years Service code 14 · EIN 94-3354450 44 MONTGOMERY STREET · SAN FRANCISCO, CA 76034 | Plan Administrator | $6,095 |
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 | $32,419 | $71,883-54.9% | $86,677-62.6% | $68,494-52.7% |
| Participation rate | 42.4% | 72.2%-29.8pp | 76.6%-34.2pp | 67.9%-25.5pp |
| Annual return | -16.69% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,947 | $3,779+57.4% | $4,656+27.7% | $4,027+47.7% |
| Admin fee / account holder | $71 | $6,112-98.8% | $7,493-99.1% | $5,403-98.7% |