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.2 years Filed as: DECIMAL,INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $13,660 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,351 | $58,320-37.7% | $86,436-57.9% | $66,914-45.7% |
| Participation rate | 74.5% | 78.6%-4.1pp | 80.3%-5.8pp | 69.8%+4.7pp |
| Annual return | -15.03% | -9.71%-5.3pp | 4394.89%-4409.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,946 | $6,899+73.1% | $6,952+71.8% | $4,237+181.9% |
| Admin fee / account holder | $85 | $546-84.5% | $6,731-98.7% | $593-85.7% |