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 MANAGEMENT4+ years Filed as: STADION MONEY MANAGEMENT INC Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $74,149 |
Service code 50 · EIN 48-0890241 8700 INDIAN CREEK PKWY, STE. 185 · OVERLAND PARK, KS 66210 | Direct Payment | $4,342 |
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.)
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 | $68,195 | $55,449+23.0% | $83,848-18.7% | $56,287+21.2% |
| Participation rate | 60.2% | 68.0%-7.8pp | 76.1%-15.9pp | 69.9%-9.6pp |
| Annual return | -5.03% | -1.38%-3.6pp | 850.88%-855.9pp | -9.96%+4.9pp |
| Employer contribution / active EE | $562 | $2,430-76.9% | $3,631-84.5% | $2,111-73.4% |
| Participant deferral / active EE | $2,505 | $2,935-14.7% | $4,082-38.6% | $3,350-25.2% |
| Admin fee / account holder | $674 | $656+2.8% | $5,478-87.7% | $521+29.4% |