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.2 years Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $0 |
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.
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 | $13,274 | $89,652-85.2% | $141,162-90.6% | $65,185-79.6% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.5%-28.8pp | 70.2%-16.6pp |
| Annual return | 27.48% | 32.79%-5.3pp | 71.39%-43.9pp | 29.38%-1.9pp |
| Employer contribution / active EE | $1,375 | $3,065-55.1% | $4,735-71.0% | $2,177-36.8% |
| Participant deferral / active EE | $3,815 | $5,691-33.0% | $6,709-43.1% | $3,514+8.6% |
| Admin fee / account holder | $96 | $569-83.1% | $10,261-99.1% | $847-88.6% |