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 RPS6 years Service code 15 · EIN 27-1803704 | Recordkeeping | $61,400 |
ELLIOTT DAVIS, LLC3 years Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $21,250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,980 | $72,254-66.8% | $86,677-72.3% | $64,808-63.0% |
| Participation rate | 64.0% | 80.4%-16.4pp | 76.6%-12.5pp | 71.5%-7.4pp |
| Annual return | -15.40% | 392.42%-407.8pp | 35.91%-51.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,542 | $2,393-35.5% | $2,836-45.6% | $2,506-38.5% |
| Participant deferral / active EE | $2,432 | $4,658-47.8% | $4,656-47.8% | $4,310-43.6% |
| Admin fee / account holder | $162 | $174-6.6% | $7,493-97.8% | $188-13.5% |