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 |
|---|---|---|
WHITE OAKS WEALTH ADVISORS4 years Service code 50 | Direct Payment | $67,273 |
DECIMAL, INC.3 years Filed as: DECIMAL INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $8,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,506 | $102,317-54.5% | $146,958-68.4% | $80,856-42.5% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.2%+2.0pp | 67.6%+16.5pp |
| Annual return | 8.36% | 134.76%-126.4pp | 418.34%-410.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $2,092 | $3,713-43.6% | $4,933-57.6% | $2,755-24.0% |
| Participant deferral / active EE | $4,031 | $6,644-39.3% | $8,070-50.1% | $4,296-6.2% |
| Admin fee / account holder | $627 | $7,941-92.1% | $12,998-95.2% | $6,918-90.9% |