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 RPS4 years Filed as: SOUTH STATE ADVISORY Service code 15 · EIN 27-1803704 | Recordkeeping | $41,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,500 | $65,061-67.0% | $143,757-85.0% | $66,914-67.9% |
| Participation rate | 86.8% | 65.2%+21.6pp | 80.3%+6.5pp | 69.8%+17.0pp |
| Annual return | -14.12% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $7,077 | $2,361+199.8% | $4,951+42.9% | $2,544+178.1% |
| Participant deferral / active EE | $837 | $2,919-71.3% | $5,637-85.1% | $4,237-80.2% |
| Admin fee / account holder | $190 | $502-62.1% | $14,673-98.7% | $593-67.9% |