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 | $406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,109 | $43,075+25.6% | $74,583-27.5% | $62,891-14.0% |
| Participation rate | 29.8% | 58.1%-28.3pp | 68.1%-38.4pp | 69.3%-39.5pp |
| Annual return | 7.28% | 17.50%-10.2pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $183 | $1,498-87.8% | $2,525-92.7% | $2,281-92.0% |
| Participant deferral / active EE | $1,124 | $2,389-52.9% | $3,458-67.5% | $3,203-64.9% |
| Admin fee / account holder | $13 | $2,840-99.6% | $4,138-99.7% | $4,296-99.7% |