See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHSTATE RETIREMENT PLAN SERVICE Service code 15 · EIN 27-1803704 | Recordkeeping | $33,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,373 | $88,083+3.7% | $164,813-44.6% | $74,495+22.7% |
| Participation rate | 91.5% | 73.0%+18.5pp | 78.6%+12.9pp | 67.2%+24.3pp |
| Annual return | 12.97% | 17.26%-4.3pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,267 | $2,593-12.6% | $4,341-47.8% | $2,623-13.6% |
| Participant deferral / active EE | $5,428 | $4,498+20.7% | $6,031-10.0% | $4,346+24.9% |
| Admin fee / account holder | $251 | $2,234-88.8% | $12,690-98.0% | $1,942-87.1% |