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: SOUTH STATE RETIREMENT PLAN SERVICE Service code 15 · EIN 27-1803704 | Recordkeeping | $1,483 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,908 | $58,083-67.4% | $80,019-76.4% | $56,287-66.4% |
| Participation rate | 64.4% | 73.6%-9.2pp | 75.8%-11.4pp | 69.9%-5.4pp |
| Annual return | -6.63% | 34.61%-41.2pp | 11.22%-17.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,950 | $1,932+1.0% | $2,468-21.0% | $2,111-7.6% |
| Participant deferral / active EE | $3,040 | $3,135-3.0% | $3,686-17.5% | $3,350-9.2% |
| Admin fee / account holder | $17 | $623-97.3% | $6,521-99.7% | $521-96.7% |