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 1160 BATTERY STREET, SUITE 350 · SAN FRANCISCO, CA 94111 | Plan Administrator | $5,113 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,037 | $63,299-79.4% | $91,001-85.7% | $62,292-79.1% |
| Participation rate | 39.1% | 73.3%-34.2pp | 75.6%-36.5pp | 69.5%-30.4pp |
| Annual return | 24.74% | 20.99%+3.8pp | 4.60%+20.1pp | 28.90%-4.2pp |
| Employer contribution / active EE | $989 | $1,807-45.2% | $2,456-59.7% | $2,042-51.6% |
| Participant deferral / active EE | $1,644 | $2,943-44.1% | $3,547-53.7% | $3,169-48.1% |
| Admin fee / account holder | $67 | $468-85.6% | $5,417-98.8% | $479-86.0% |