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 MANAGEMENT7+ years Service code 49 · EIN 45-1564286 | Other Services | $13,078 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,145 | $59,263-32.3% | $96,562-58.4% | $79,386-49.4% |
| Participation rate | 51.9% | 61.9%-10.0pp | 69.8%-18.0pp | 70.7%-18.9pp |
| Annual return | 12.11% | 27.07%-15.0pp | 37.78%-25.7pp | 116.85%-104.7pp |
| Employer contribution / active EE | $287 | $1,216-76.4% | $2,356-87.8% | $2,427-88.2% |
| Participant deferral / active EE | $2,678 | $2,948-9.2% | $3,849-30.4% | $4,046-33.8% |
| Admin fee / account holder | $145 | $658-77.9% | $6,181-97.7% | $626-76.8% |