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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $47,188 |
Service code 15 600 S NICOLET RD · APPLETON, WI 54914 | Recordkeeping | $4,420 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,819 | $80,724+38.5% | $103,333+8.2% | $74,495+50.1% |
| Participation rate | 94.1% | 65.7%+28.4pp | 74.5%+19.6pp | 67.2%+26.9pp |
| Annual return | 12.51% | 27.56%-15.1pp | 24.88%-12.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,087 | $3,157-33.9% | $3,868-46.0% | $2,623-20.4% |
| Participant deferral / active EE | $6,163 | $3,860+59.6% | $5,057+21.9% | $4,346+41.8% |
| Admin fee / account holder | $407 | $2,368-82.8% | $8,355-95.1% | $1,942-79.0% |