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 MANAGEMENT4 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $120,711 |
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 | $0 | $44,642-100.0% | $91,220-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 73.2%-73.2pp | 69.8%-69.8pp |
| Annual return | -11.65% | -12.29%+0.6pp | 114.01%-125.7pp | 1.58%-13.2pp |
| Employer contribution / active EE | $19,714 | $1,706+1055.2% | $2,850+591.7% | $2,544+674.8% |
| Participant deferral / active EE | $4,339 | $3,349+29.6% | $4,234+2.5% | $4,237+2.4% |
| Admin fee / account holder | $0 | $521-100.0% | $5,420-100.0% | $593-100.0% |