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 | $760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,299 | $37,044+8.8% | $71,796-43.9% | $57,658-30.1% |
| Participation rate | 21.6% | 61.1%-39.5pp | 69.1%-47.5pp | 70.2%-48.6pp |
| Annual return | 7.02% | 12.64%-5.6pp | 78.04%-71.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $419 | $720-41.9% | $1,924-78.2% | $1,974-78.8% |
| Participant deferral / active EE | $943 | $1,974-52.2% | $2,794-66.3% | $3,061-69.2% |
| Admin fee / account holder | $8 | $101-91.8% | $4,815-99.8% | $95-91.3% |