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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 |
|---|---|---|
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $103,234 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,225 | $60,488+330.2% | $109,895+136.8% | $79,386+227.8% |
| Participation rate | 97.7% | 67.0%+30.7pp | 74.2%+23.5pp | 70.7%+27.0pp |
| Annual return | 13.13% | 189.57%-176.4pp | 29.45%-16.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $17,061 | $1,649+934.7% | $2,842+500.2% | $2,427+602.8% |
| Participant deferral / active EE | $4,012 | $3,220+24.6% | $4,048-0.9% | $4,046-0.8% |
| Admin fee / account holder | $692 | $605+14.5% | $6,066-88.6% | $626+10.5% |