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 8-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 | $2,700 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $50 |
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 | $66,435 | $57,108+16.3% | $94,224-29.5% | $52,331+27.0% |
| Participation rate | 83.8% | 72.9%+10.9pp | 78.8%+5.0pp | 68.1%+15.7pp |
| Annual return | 1.43% | 1.47%0pp | 10.68%-9.3pp | 4.54%-3.1pp |
| Employer contribution / active EE | $513 | $1,735-70.4% | $3,587-85.7% | $1,882-72.7% |
| Participant deferral / active EE | $3,182 | $3,040+4.7% | $4,320-26.4% | $3,022+5.3% |
| Admin fee / account holder | $21 | $546-96.2% | $6,269-99.7% | $592-96.5% |