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 | $1,520 |
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 | $91,568 | $68,413+33.8% | $123,104-25.6% | $55,191+65.9% |
| Participation rate | 89.7% | 84.5%+5.1pp | 86.8%+2.9pp | 69.2%+20.5pp |
| Annual return | 6.94% | 6.30%+0.6pp | 13.22%-6.3pp | 10.78%-3.8pp |
| Employer contribution / active EE | $3,839 | $3,050+25.9% | $5,151-25.5% | $1,899+102.2% |
| Participant deferral / active EE | $7,823 | $4,490+74.2% | $6,230+25.6% | $3,046+156.8% |
| Admin fee / account holder | $4 | $88-95.4% | $9,015-100.0% | $91-95.5% |