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 MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT INC Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $33,423 |
Service code 50 · EIN 48-0890241 8700 INDIAN CREEK PKWY, STE. 185 · OVERLAND PARK, KS 66210 | Direct Payment | $9,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,663 | $58,726+22.0% | $92,233-22.3% | $62,292+15.0% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.5%-14.7pp | 69.5%-7.7pp |
| Annual return | 19.58% | 43.62%-24.0pp | 176.28%-156.7pp | 28.90%-9.3pp |
| Employer contribution / active EE | $519 | $2,392-78.3% | $3,679-85.9% | $2,042-74.6% |
| Participant deferral / active EE | $2,341 | $2,766-15.3% | $3,897-39.9% | $3,169-26.1% |
| Admin fee / account holder | $358 | $556-35.6% | $5,194-93.1% | $479-25.3% |