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 MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $63,953 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,186 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $12,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,136 | $44,989+42.6% | $170,442-62.4% | $77,958-17.7% |
| Participation rate | 40.9% | 64.6%-23.7pp | 83.6%-42.7pp | 71.6%-30.7pp |
| Annual return | 16.60% | 19.61%-3.0pp | 205.93%-189.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,921 | $2,208-13.0% | $4,939-61.1% | $3,537-45.7% |
| Admin fee / account holder | $176 | $69+155.3% | $13,880-98.7% | $97+80.8% |