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 |
|---|---|---|
Service code 15 · EIN 13-2656306 | Recordkeeping | $22,495 |
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $0 |
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 | $31,976 | $50,464-36.6% | $75,781-57.8% | $52,331-38.9% |
| Participation rate | 78.0% | 66.8%+11.3pp | 75.8%+2.2pp | 68.1%+9.9pp |
| Annual return | -0.50% | 1.03%-1.5pp | 9.68%-10.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,400 | $1,988-29.6% | $3,323-57.9% | $1,882-25.6% |
| Participant deferral / active EE | $2,475 | $2,570-3.7% | $3,651-32.2% | $3,022-18.1% |
| Admin fee / account holder | $186 | $1,103-83.1% | $5,299-96.5% | $592-68.6% |