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.7 years Service code 14 · EIN 94-3354450 44 MONTGOMERY STREET · SAN FRANCISCO, CA 76034 | Plan Administrator | $6,946 |
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 | $47,895 | $86,929-44.9% | $102,423-53.2% | $80,856-40.8% |
| Participation rate | 34.2% | 72.4%-38.2pp | 76.5%-42.3pp | 67.6%-33.4pp |
| Annual return | 13.45% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,266 | $4,118+52.1% | $5,053+24.0% | $4,296+45.9% |
| Admin fee / account holder | $5,498 | $8,049-31.7% | $9,451-41.8% | $6,918-20.5% |