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 | $15,377 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $5,798 |
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 | $13,034 | $23,385-44.3% | $69,182-81.2% | $57,658-77.4% |
| Participation rate | 74.6% | 37.9%+36.7pp | 55.1%+19.5pp | 70.2%+4.4pp |
| Annual return | 9.07% | -659.34%+668.4pp | -21.93%+31.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $407 | $422-3.6% | $1,206-66.2% | $1,974-79.4% |
| Participant deferral / active EE | $1,094 | $843+29.8% | $1,897-42.3% | $3,061-64.3% |
| Admin fee / account holder | $115 | $82+39.7% | $2,697-95.7% | $95+21.4% |