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.5 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $24,406 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,352 | $82,202-80.1% | $125,339-87.0% | $64,808-74.8% |
| Participation rate | 45.7% | 77.9%-32.1pp | 82.4%-36.6pp | 71.5%-25.7pp |
| Annual return | -11.77% | 3.48%-15.2pp | 572.05%-583.8pp | 32.82%-44.6pp |
| Employer contribution / active EE | $1,103 | $3,615-69.5% | $4,814-77.1% | $2,506-56.0% |
| Participant deferral / active EE | $3,924 | $7,175-45.3% | $7,446-47.3% | $4,310-9.0% |
| Admin fee / account holder | $81 | $163-50.3% | $10,010-99.2% | $188-56.8% |