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.6 years Service code 14 · EIN 94-3354450 44 MONTGOMERY STREET · SAN FRANCISCO, CA 76034 | Plan Administrator | $7,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,799 | $80,968-52.1% | $96,544-59.8% | $75,163-48.4% |
| Participation rate | 39.0% | 71.8%-32.7pp | 76.0%-36.9pp | 67.2%-28.2pp |
| Annual return | 15.34% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,932 | $3,928+76.5% | $4,851+42.9% | $4,125+68.1% |
| Admin fee / account holder | $7,655 | $6,724+13.8% | $8,252-7.2% | $5,651+35.5% |