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 |
|---|---|---|
MORNINGSTAR1 year Service code 28 | Investment Management | $18,170 |
DECIMAL, INC.1 year Filed as: DECIMAL,INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $7,480 |
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 | $49,240 | $99,957-50.7% | $149,696-67.1% | $73,488-33.0% |
| Participation rate | 75.4% | 75.7%-0.3pp | 82.5%-7.1pp | 70.7%+4.7pp |
| Annual return | 20.21% | 53.87%-33.7pp | 276.60%-256.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $4,333 | $3,191+35.8% | $4,644-6.7% | $2,270+90.9% |
| Participant deferral / active EE | $6,331 | $6,073+4.3% | $6,842-7.5% | $3,740+69.3% |
| Admin fee / account holder | $160 | $551-70.9% | $9,309-98.3% | $513-68.8% |