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.3 years Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $13,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,846 | $99,957-84.1% | $149,696-89.4% | $73,488-78.4% |
| Participation rate | 52.4% | 75.7%-23.3pp | 82.5%-30.0pp | 70.7%-18.2pp |
| Annual return | 20.63% | 53.87%-33.2pp | 276.60%-256.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,045 | $3,191-67.2% | $4,644-77.5% | $2,270-53.9% |
| Participant deferral / active EE | $3,239 | $6,073-46.7% | $6,842-52.7% | $3,740-13.4% |
| Admin fee / account holder | $67 | $551-87.8% | $9,309-99.3% | $513-86.9% |