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.1 year Service code 14 | Plan Administrator | $6,670 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,778 | $66,813-27.0% | $100,516-51.5% | $73,488-33.6% |
| Participation rate | 73.1% | 77.5%-4.3pp | 79.4%-6.3pp | 70.7%+2.5pp |
| Annual return | 28.89% | 25.70%+3.2pp | 30.89%-2.0pp | 28.51%+0.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,323 | $5,883+92.5% | $6,270+80.6% | $3,740+202.8% |
| Admin fee / account holder | $82 | $512-84.0% | $8,081-99.0% | $513-84.0% |