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 MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC Service code 26 · EIN 45-1564286 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $14,528 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $1,736 |
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 | $39,765 | $73,638-46.0% | $95,952-58.6% | $73,488-45.9% |
| Participation rate | 71.9% | 76.2%-4.2pp | 77.1%-5.2pp | 70.7%+1.2pp |
| Annual return | 12.30% | 16.78%-4.5pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $704 | $1,863-62.2% | $2,541-72.3% | $2,270-69.0% |
| Participant deferral / active EE | $2,882 | $3,617-20.3% | $4,167-30.8% | $3,740-22.9% |
| Admin fee / account holder | $132 | $482-72.6% | $6,795-98.1% | $513-74.3% |