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 |
|---|---|---|
Filed as: SOUTHSTATE RETIREMENT PLAN SERVICES Service code 15 · EIN 27-1803704 | Recordkeeping | $34,419 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,004 | $100,923+43.7% | $150,045-3.4% | $74,304+95.1% |
| Participation rate | 96.1% | 70.1%+26.0pp | 82.3%+13.8pp | 60.3%+35.7pp |
| Annual return | 18.11% | 51.77%-33.7pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,323 | $3,463-61.8% | $4,693-71.8% | $2,241-41.0% |
| Participant deferral / active EE | $7,429 | $6,709+10.7% | $7,997-7.1% | $3,767+97.2% |
| Admin fee / account holder | $212 | $2,767-92.3% | $13,435-98.4% | $2,969-92.8% |