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 5-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.1 year Filed as: DECIMAL, INC. DBA UBIQUITY Service code 64 RETIREMENT SAVINGS · SAN FRANCISCO, CA 94104 | Recordkeeping Fees | $15,022 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $32,145 | $106,028-69.7% | $146,958-78.1% | $77,643-58.6% |
| Participation rate | 56.0% | 78.4%-22.3pp | 82.2%-26.1pp | 70.6%-14.5pp |
| Annual return | 66.04% | 56.73%+9.3pp | 418.34%-352.3pp | 31.24%+34.8pp |
| Employer contribution / active EE | $1,966 | $4,063-51.6% | $4,933-60.1% | $2,726-27.9% |
| Participant deferral / active EE | $4,537 | $7,990-43.2% | $8,070-43.8% | $4,647-2.4% |
| Admin fee / account holder | $54 | $337-84.1% | $12,998-99.6% | $430-87.5% |