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 9-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.4 years Filed as: DECIMAL,INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $17,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,171 | $101,317-58.4% | $146,958-71.3% | $74,495-43.4% |
| Participation rate | 74.9% | 75.5%-0.7pp | 82.2%-7.3pp | 67.2%+7.7pp |
| Annual return | 25.09% | 8730.91%-8705.8pp | 418.34%-393.3pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $1,484 | $3,810-61.1% | $4,933-69.9% | $2,623-43.4% |
| Participant deferral / active EE | $8,605 | $7,303+17.8% | $8,070+6.6% | $4,346+98.0% |
| Admin fee / account holder | $98 | $1,739-94.4% | $12,998-99.2% | $1,942-94.9% |