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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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $17,734 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,951 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,883 | $63,442+5.4% | $68,791-2.8% | $66,9140% |
| Participation rate | 31.3% | 60.0%-28.7pp | 69.0%-37.7pp | 69.8%-38.5pp |
| Annual return | -14.77% | -8.29%-6.5pp | -6.38%-8.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,299 | $2,945+12.0% | $3,941-16.3% | $4,237-22.1% |
| Admin fee / account holder | $484 | $577-16.2% | $4,932-90.2% | $593-18.4% |