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 MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Investment Mgmt Fees | $14,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,553 | $39,245+5.9% | $64,105-35.2% | $52,331-20.6% |
| Participation rate | 43.8% | 58.2%-14.5pp | 68.2%-24.4pp | 68.1%-24.4pp |
| Annual return | -4.79% | 14.79%-19.6pp | 791.24%-796.0pp | 4.54%-9.3pp |
| Employer contribution / active EE | $518 | $736-29.7% | $1,820-71.6% | $1,882-72.5% |
| Participant deferral / active EE | $2,071 | $1,992+4.0% | $2,822-26.6% | $3,022-31.5% |
| Admin fee / account holder | $141 | $592-76.2% | $4,499-96.9% | $592-76.2% |