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 MANAGEMENT8+ years Service code 49 · EIN 45-1564286 | Other Services | $12,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,596 | $49,451-24.0% | $79,550-52.7% | $66,914-43.8% |
| Participation rate | 52.2% | 61.3%-9.2pp | 69.5%-17.3pp | 69.8%-17.6pp |
| Annual return | -16.71% | 84.25%-101.0pp | 0.16%-16.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $415 | $1,266-67.2% | $2,413-82.8% | $2,544-83.7% |
| Participant deferral / active EE | $2,912 | $3,159-7.8% | $3,985-26.9% | $4,237-31.3% |
| Admin fee / account holder | $138 | $595-76.7% | $6,832-98.0% | $593-76.7% |