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 26 · EIN 58-2099805 | Advisory (Participants) | $14,762 |
Service code 15 · EIN 20-2716953 | Recordkeeping | $6,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,652 | $42,548-16.2% | $74,550-52.2% | $56,287-36.7% |
| Participation rate | 59.7% | 60.5%-0.8pp | 69.1%-9.5pp | 69.9%-10.2pp |
| Annual return | -6.65% | 12.40%-19.0pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,947 | $2,277+29.4% | $3,108-5.2% | $3,350-12.0% |
| Admin fee / account holder | $149 | $467-68.1% | $5,060-97.1% | $521-71.4% |