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 CORPORATION2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $840 |
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 | $53,326 | $49,025+8.8% | $87,507-39.1% | $62,891-15.2% |
| Participation rate | 95.5% | 64.9%+30.6pp | 73.8%+21.6pp | 69.3%+26.1pp |
| Annual return | 6.48% | 10.02%-3.5pp | 12.21%-5.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $831 | $1,372-39.4% | $2,550-67.4% | $2,281-63.6% |
| Participant deferral / active EE | $2,357 | $2,289+3.0% | $3,149-25.1% | $3,203-26.4% |
| Admin fee / account holder | $9 | $4,065-99.8% | $4,221-99.8% | $4,296-99.8% |