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 RPS5 years Filed as: SOUTH STATE ADVISORY Service code 15 · EIN 27-1803704 | Recordkeeping | $49,282 |
Annual investment return 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 | $27,589 | $61,272-55.0% | $149,673-81.6% | $71,457-61.4% |
| Participation rate | 94.6% | 62.5%+32.1pp | 78.8%+15.8pp | 67.9%+26.7pp |
| Annual return | 8.02% | 35.85%-27.8pp | 134.42%-126.4pp | 28.85%-20.8pp |
| Employer contribution / active EE | $6,815 | $2,378+186.5% | $4,818+41.4% | $2,588+163.4% |
| Participant deferral / active EE | $1,115 | $2,917-61.8% | $5,680-80.4% | $4,289-74.0% |
| Admin fee / account holder | $251 | $1,261-80.1% | $13,210-98.1% | $1,587-84.2% |