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 RPS2 years Filed as: SOUTH STATE ADVISORY Service code 15 · EIN 27-1803704 | Recordkeeping | $177,734 |
JONES POUNDER2 years Service code 10 · EIN 57-0725618 | Accounting | $8,544 |
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 | $56,879 | $88,122-35.5% | $141,162-59.7% | $67,579-15.8% |
| Participation rate | 87.2% | 76.5%+10.8pp | 82.5%+4.7pp | 71.3%+15.9pp |
| Annual return | 25.57% | 75.40%-49.8pp | 71.39%-45.8pp | 378.56%-353.0pp |
| Employer contribution / active EE | $2,065 | $3,224-36.0% | $4,735-56.4% | $2,148-3.9% |
| Participant deferral / active EE | $6,815 | $5,958+14.4% | $6,709+1.6% | $3,539+92.6% |
| Admin fee / account holder | $196 | $131+49.9% | $10,261-98.1% | $142+37.9% |