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.1 year Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $8,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,218 | $84,487-72.5% | $125,339-81.5% | $66,914-65.3% |
| Participation rate | 9.0% | 76.4%-67.4pp | 82.4%-73.3pp | 69.8%-60.8pp |
| Annual return | -8.78% | -8.39%-0.4pp | 572.05%-580.8pp | 1.58%-10.4pp |
| Employer contribution / active EE | $1,389 | $3,553-60.9% | $4,814-71.1% | $2,544-45.4% |
| Participant deferral / active EE | $4,963 | $6,781-26.8% | $7,446-33.4% | $4,237+17.1% |
| Admin fee / account holder | $68 | $685-90.1% | $10,010-99.3% | $593-88.5% |