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 |
|---|---|---|
Filed as: THE GUARDIAN INSURANCE & ANNUITY Service code 60 · EIN 13-2656036 COMPANY, INC. · BETHLEHEM, PA 18017 | Sub-TA Fees | $1,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,344 | $58,726-39.8% | $92,233-61.7% | $62,292-43.3% |
| Participation rate | 45.2% | 68.3%-23.2pp | 76.5%-31.3pp | 69.5%-24.4pp |
| Annual return | 20.32% | 43.62%-23.3pp | 176.28%-156.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,292 | $2,392-46.0% | $3,679-64.9% | $2,042-36.8% |
| Participant deferral / active EE | $2,544 | $2,766-8.0% | $3,897-34.7% | $3,169-19.7% |
| Admin fee / account holder | $37 | $556-93.3% | $5,194-99.3% | $479-92.2% |