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 7-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 64 44 MONTGOMERY STREET, STE. 300 · SAN FRANCISCO, CA 94104 | Recordkeeping Fees | $27,038 |
Service code 27 | Advisory (Plan) | $6,014 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 | Contract Administrator | $2,152 |
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 | $25,628 | $106,028-75.8% | $146,958-82.6% | $77,643-67.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 29.72% | 56.73%-27.0pp | 418.34%-388.6pp | 31.24%-1.5pp |
| Employer contribution / active EE | $3,432 | $4,063-15.5% | $4,933-30.4% | $2,726+25.9% |
| Participant deferral / active EE | $6,907 | $7,990-13.6% | $8,070-14.4% | $4,647+48.6% |
| Admin fee / account holder | $114 | $337-66.3% | $12,998-99.1% | $430-73.6% |