See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.2 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $16,053 |
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 | $57,471 | $101,317-43.3% | $146,958-60.9% | $74,495-22.9% |
| Participation rate | 85.3% | 75.5%+9.8pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 22.70% | 8730.91%-8708.2pp | 418.34%-395.6pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $6,740 | $3,810+76.9% | $4,933+36.6% | $2,623+157.0% |
| Participant deferral / active EE | $11,752 | $7,303+60.9% | $8,070+45.6% | $4,346+170.4% |
| Admin fee / account holder | $92 | $1,739-94.7% | $12,998-99.3% | $1,942-95.3% |