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 10-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 |
|---|---|---|
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,578 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,604 | $56,629+38.8% | $77,999+0.8% | $55,167+42.5% |
| Participation rate | 97.9% | 73.3%+24.6pp | 75.5%+22.4pp | 69.0%+28.9pp |
| Annual return | 5.09% | 2866.98%-2861.9pp | 425.96%-420.9pp | 169.23%-164.1pp |
| Employer contribution / active EE | $3,837 | $1,723+122.7% | $2,470+55.3% | $1,963+95.5% |
| Participant deferral / active EE | $2,447 | $2,777-11.9% | $3,497-30.0% | $3,054-19.9% |
| Admin fee / account holder | $33 | $467-92.9% | $5,480-99.4% | $504-93.4% |