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 RPS4 years Service code 15 · EIN 27-1803704 | Recordkeeping | $79,496 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $28,000 |
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 | $25,592 | $79,519-67.8% | $95,952-73.3% | $73,409-65.1% |
| Participation rate | 72.3% | 81.2%-8.9pp | 77.1%-4.8pp | 72.2%+0.1pp |
| Annual return | 14.77% | 19.20%-4.4pp | 91.61%-76.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $1,298 | $2,048-36.6% | $2,541-48.9% | $2,234-41.9% |
| Participant deferral / active EE | $2,329 | $4,138-43.7% | $4,167-44.1% | $3,805-38.8% |
| Admin fee / account holder | $219 | $184+18.8% | $6,795-96.8% | $158+38.7% |