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 9-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.2 years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $9,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,831 | $100,801-67.4% | $149,696-78.1% | $73,409-55.3% |
| Participation rate | 58.2% | 77.7%-19.5pp | 82.5%-24.3pp | 72.2%-14.0pp |
| Annual return | 37.35% | 265.34%-228.0pp | 276.60%-239.2pp | 59.29%-21.9pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,857 | $6,404+7.1% | $6,842+0.2% | $3,805+80.2% |
| Admin fee / account holder | $59 | $181-67.2% | $9,309-99.4% | $158-62.4% |