See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GUARDIAN LIFE INSURANCE & ANNUITY Service code 15 · EIN 13-2656036 | Recordkeeping | $630 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,358 | $46,732-41.5% | $156,549-82.5% | $55,167-50.4% |
| Participation rate | 26.9% | 65.8%-38.9pp | 84.0%-57.2pp | 69.0%-42.1pp |
| Annual return | 8.89% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $303 | $2,105-85.6% | $5,501-94.5% | $1,963-84.6% |
| Participant deferral / active EE | $731 | $2,204-66.8% | $4,871-85.0% | $3,054-76.1% |
| Admin fee / account holder | $64 | $418-84.6% | $13,027-99.5% | $504-87.2% |