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.1 year Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $6,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,656 | $73,102-84.1% | $123,544-90.6% | $56,287-79.3% |
| Participation rate | 49.4% | 74.3%-24.9pp | 82.3%-32.9pp | 69.9%-20.4pp |
| Annual return | 28.36% | 3.01%+25.4pp | 119.20%-90.8pp | -9.96%+38.3pp |
| Employer contribution / active EE | $1,202 | $2,977-59.6% | $4,628-74.0% | $2,111-43.0% |
| Participant deferral / active EE | $3,597 | $5,423-33.7% | $6,426-44.0% | $3,350+7.4% |
| Admin fee / account holder | $54 | $554-90.3% | $9,284-99.4% | $521-89.6% |