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 Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $10,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,261 | $37,393-29.8% | $77,024-65.9% | $66,914-60.8% |
| Participation rate | 65.8% | 52.9%+13.0pp | 67.9%-2.1pp | 69.8%-4.0pp |
| Annual return | -18.95% | -3.29%-15.7pp | 42.32%-61.3pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,637 | $1,531+6.9% | $2,812-41.8% | $2,544-35.7% |
| Participant deferral / active EE | $3,233 | $2,617+23.5% | $4,426-27.0% | $4,237-23.7% |
| Admin fee / account holder | $150 | $567-73.5% | $5,425-97.2% | $593-74.7% |