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 RPS1 year Filed as: SOUTH STATE ADVISORY Service code 15 · EIN 27-1803704 | Recordkeeping | $161,131 |
JONES POUNDER1 year Service code 10 · EIN 57-0725618 | Accounting | $8,556 |
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 | $46,080 | $75,388-38.9% | $123,544-62.7% | $55,725-17.3% |
| Participation rate | 89.5% | 75.7%+13.9pp | 82.3%+7.2pp | 70.9%+18.7pp |
| Annual return | -4.73% | 4.48%-9.2pp | 119.20%-123.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,917 | $3,063-37.4% | $4,628-58.6% | $2,078-7.7% |
| Participant deferral / active EE | $6,637 | $5,651+17.5% | $6,426+3.3% | $3,356+97.8% |
| Admin fee / account holder | $183 | $120+53.2% | $9,284-98.0% | $115+59.3% |