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 |
|---|---|---|
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $9,370 |
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 | $29,564 | $44,221-33.1% | $121,196-75.6% | $56,287-47.5% |
| Participation rate | 52.1% | 61.1%-9.0pp | 71.7%-19.7pp | 69.9%-17.8pp |
| Annual return | -6.20% | -3.58%-2.6pp | 16.93%-23.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,273 | $1,480-14.0% | $4,022-68.4% | $2,111-39.7% |
| Participant deferral / active EE | $2,003 | $2,521-20.5% | $3,344-40.1% | $3,350-40.2% |
| Admin fee / account holder | $80 | $480-83.2% | $5,019-98.4% | $521-84.6% |