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 10-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 · EIN 75-3182674 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $16,913 |
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 | $70,492 | $79,013-10.8% | $100,391-29.8% | $74,495-5.4% |
| Participation rate | 78.3% | 79.5%-1.2pp | 81.5%-3.2pp | 67.2%+11.1pp |
| Annual return | 26.71% | 20.41%+6.3pp | 49.20%-22.5pp | 1364.94%-1338.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,766 | $7,760+64.5% | $8,082+58.0% | $4,346+193.7% |
| Admin fee / account holder | $101 | $1,320-92.4% | $7,899-98.7% | $1,942-94.8% |