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 | $11,968 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $2,500 |
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 | $20,870 | $57,921-64.0% | $84,750-75.4% | $57,658-63.8% |
| Participation rate | 45.9% | 72.9%-27.0pp | 76.6%-30.7pp | 70.2%-24.3pp |
| Annual return | 17.82% | 10.24%+7.6pp | 22.78%-5.0pp | 5.13%+12.7pp |
| Employer contribution / active EE | $1,666 | $2,598-35.9% | $3,574-53.4% | $1,974-15.6% |
| Participant deferral / active EE | $2,651 | $2,742-3.3% | $3,712-28.6% | $3,061-13.4% |
| Admin fee / account holder | $41 | $130-68.2% | $5,332-99.2% | $95-56.4% |