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 | $2,609 |
JEFF BARNES1+ years Filed as: JEFF WOLK Service code 33 100 MERIDIAN CENTRE · ROCHESTER, NY 14618 | Securities brokerage | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,593 | $54,320+72.3% | $67,652+38.3% | $52,331+78.8% |
| Participation rate | 99.2% | 73.6%+25.7pp | 75.7%+23.6pp | 68.1%+31.1pp |
| Annual return | -0.36% | 6.81%-7.2pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $4,739 | $1,544+207.0% | $2,266+109.2% | $1,882+151.9% |
| Participant deferral / active EE | $10,779 | $2,950+265.4% | $3,560+202.8% | $3,022+256.7% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |