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 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $17,950 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,089 | $104,317-80.7% | $159,436-87.4% | $86,799-76.9% |
| Participation rate | 47.1% | 77.7%-30.6pp | 82.8%-35.7pp | 72.3%-25.2pp |
| Annual return | 19.83% | 26.32%-6.5pp | 263.57%-243.7pp | 97.91%-78.1pp |
| Employer contribution / active EE | $1,315 | $3,451-61.9% | $4,829-72.8% | $2,405-45.3% |
| Participant deferral / active EE | $3,431 | $6,837-49.8% | $7,352-53.3% | $4,131-16.9% |
| Admin fee / account holder | $85 | $172-50.8% | $10,799-99.2% | $170-50.1% |