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 |
|---|---|---|
SOUTH STATE RPS2 years Service code 15 · EIN 27-1803704 | Recordkeeping | $63,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,385 | $65,118-70.2% | $76,768-74.7% | $55,725-65.2% |
| Participation rate | 50.4% | 79.6%-29.2pp | 77.0%-26.6pp | 70.9%-20.5pp |
| Annual return | -5.62% | -1.27%-4.4pp | 2.43%-8.0pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,141 | $1,941-41.2% | $2,485-54.1% | $2,078-45.1% |
| Participant deferral / active EE | $1,925 | $3,688-47.8% | $3,852-50.0% | $3,356-42.6% |
| Admin fee / account holder | $153 | $116+32.3% | $6,675-97.7% | $115+33.1% |