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 Service code 15 · EIN 27-1803704 | Recordkeeping | $20,588 |
JONES POUNDER2 years Service code 10 · EIN 57-0725618 | Accounting | $9,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,123 | $75,388-74.6% | $123,544-84.5% | $55,725-65.7% |
| Participation rate | 91.4% | 75.7%+15.7pp | 82.3%+9.1pp | 70.9%+20.5pp |
| Annual return | 7.23% | 4.48%+2.8pp | 119.20%-112.0pp | 244.93%-237.7pp |
| Employer contribution / active EE | $2,088 | $3,063-31.8% | $4,628-54.9% | $2,078+0.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $58 | $120-51.7% | $9,284-99.4% | $115-49.8% |