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 75-3182674 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $0 |
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 | $37,058 | $101,499-63.5% | $147,005-74.8% | $74,546-50.3% |
| Participation rate | 63.8% | 75.5%-11.8pp | 82.2%-18.4pp | 67.2%-3.4pp |
| Annual return | 17.06% | 8732.34%-8715.3pp | 418.76%-401.7pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,768 | $3,811-53.6% | $4,934-64.2% | $2,624-32.6% |
| Participant deferral / active EE | $4,936 | $7,304-32.4% | $8,070-38.8% | $4,347+13.5% |
| Admin fee / account holder | $106 | $1,748-93.9% | $13,006-99.2% | $1,944-94.5% |