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 MANAGEMENT4 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $11,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,531 | $53,901-26.7% | $134,143-70.5% | $73,488-46.2% |
| Participation rate | 77.0% | 62.8%+14.1pp | 72.2%+4.8pp | 70.7%+6.3pp |
| Annual return | 16.74% | 15.82%+0.9pp | 36.33%-19.6pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,279 | $1,458-12.3% | $3,704-65.5% | $2,270-43.7% |
| Participant deferral / active EE | $2,097 | $2,739-23.4% | $3,499-40.1% | $3,740-43.9% |
| Admin fee / account holder | $114 | $581-80.4% | $6,684-98.3% | $513-77.9% |