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 9-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 Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $80,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $209,617 | $50,175+317.8% | $99,443+110.8% | $65,185+221.6% |
| Participation rate | 97.6% | 68.4%+29.2pp | 73.8%+23.8pp | 70.2%+27.4pp |
| Annual return | 1.27% | 25.36%-24.1pp | 30.72%-29.5pp | 29.38%-28.1pp |
| Employer contribution / active EE | $11,820 | $1,496+690.1% | $2,540+365.4% | $2,177+443.0% |
| Participant deferral / active EE | $3,179 | $2,748+15.7% | $3,619-12.2% | $3,514-9.5% |
| Admin fee / account holder | $655 | $398+64.8% | $6,250-89.5% | $847-22.7% |