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 MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $17,979 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $5,717 |
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 | $15,801 | $28,416-44.4% | $73,545-78.5% | $69,631-77.3% |
| Participation rate | 39.2% | 38.3%+0.9pp | 54.9%-15.7pp | 70.7%-31.4pp |
| Annual return | 17.57% | -694.13%+711.7pp | -15.16%+32.7pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $397 | $430-7.8% | $1,219-67.4% | $2,032-80.5% |
| Participant deferral / active EE | $1,093 | $897+21.8% | $1,806-39.5% | $3,224-66.1% |
| Admin fee / account holder | $131 | $104+25.5% | $2,320-94.4% | $110+18.6% |