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.7 years Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $34,910 |
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 | $30,643 | $101,317-69.8% | $146,958-79.1% | $74,495-58.9% |
| Participation rate | 59.3% | 75.5%-16.3pp | 82.2%-22.9pp | 67.2%-7.9pp |
| Annual return | 23.50% | 8730.91%-8707.4pp | 418.34%-394.8pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $2,378 | $3,810-37.6% | $4,933-51.8% | $2,623-9.3% |
| Participant deferral / active EE | $6,772 | $7,303-7.3% | $8,070-16.1% | $4,346+55.8% |
| Admin fee / account holder | $109 | $1,739-93.7% | $12,998-99.2% | $1,942-94.4% |