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.6 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $29,076 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,996 | $95,274-76.9% | $135,903-83.8% | $74,419-70.4% |
| Participation rate | 52.6% | 78.2%-25.5pp | 81.9%-29.3pp | 70.7%-18.1pp |
| Annual return | 28.76% | 32.77%-4.0pp | 68.23%-39.5pp | 34.38%-5.6pp |
| Employer contribution / active EE | $1,224 | $3,874-68.4% | $4,856-74.8% | $2,637-53.6% |
| Participant deferral / active EE | $4,461 | $7,782-42.7% | $7,758-42.5% | $4,528-1.5% |
| Admin fee / account holder | $85 | $266-67.9% | $10,762-99.2% | $348-75.5% |