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 year Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $2,178 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $2,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,587 | $37,393-23.5% | $77,024-62.9% | $66,914-57.3% |
| Participation rate | 16.6% | 52.9%-36.3pp | 67.9%-51.3pp | 69.8%-53.2pp |
| Annual return | -17.96% | -3.29%-14.7pp | 42.32%-60.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $310 | $1,531-79.7% | $2,812-89.0% | $2,544-87.8% |
| Participant deferral / active EE | $852 | $2,617-67.5% | $4,426-80.8% | $4,237-79.9% |
| Admin fee / account holder | $83 | $567-85.3% | $5,425-98.5% | $593-86.0% |