See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.1 year Service code 14 44 MONTGOMERY STREET STE 3060 · SAN FRANCISCO, CA 94104 | Plan Administrator | $6,360 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,134 | $66,813-50.4% | $100,516-67.0% | $73,488-54.9% |
| Participation rate | 72.7% | 77.5%-4.8pp | 79.4%-6.7pp | 70.7%+2.0pp |
| Annual return | 27.30% | 25.70%+1.6pp | 30.89%-3.6pp | 28.51%-1.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,258 | $5,883+108.4% | $6,270+95.5% | $3,740+227.8% |
| Admin fee / account holder | $66 | $512-87.1% | $8,081-99.2% | $513-87.1% |