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.3 years Filed as: DECIMAL,INC. Service code 14 · EIN 75-3182674 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $13,738 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,651 | $69,477-24.2% | $94,646-44.4% | $71,457-26.3% |
| Participation rate | 76.5% | 78.4%-1.9pp | 80.8%-4.3pp | 67.9%+8.6pp |
| Annual return | 32.74% | 29.66%+3.1pp | 156.71%-124.0pp | 28.85%+3.9pp |
| Employer contribution / active EE | $2 | $2,853-99.9% | $3,672-99.9% | $2,588-99.9% |
| Participant deferral / active EE | $12,136 | $7,345+65.2% | $7,418+63.6% | $4,289+183.0% |
| Admin fee / account holder | $81 | $1,210-93.3% | $7,231-98.9% | $1,587-94.9% |