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 RPS7 years Service code 15 · EIN 27-1803704 | Recordkeeping | $63,223 |
ELLIOTT DAVIS, LLC4 years Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $23,875 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,640 | $99,078-72.1% | $96,544-71.4% | $74,419-62.9% |
| Participation rate | 64.7% | 80.7%-16.0pp | 76.0%-11.2pp | 70.7%-6.0pp |
| Annual return | 16.33% | 22.48%-6.2pp | 25.84%-9.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,264 | $2,570-50.8% | $2,965-57.4% | $2,637-52.1% |
| Participant deferral / active EE | $2,034 | $4,933-58.8% | $4,851-58.1% | $4,528-55.1% |
| Admin fee / account holder | $194 | $225-13.5% | $8,252-97.6% | $348-44.2% |