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 9-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 RPS3 years Service code 15 · EIN 27-1803704 | Recordkeeping | $61,308 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,562 | $52,670-4.0% | $90,404-44.1% | $73,409-31.1% |
| Participation rate | 79.3% | 67.7%+11.6pp | 72.7%+6.6pp | 72.2%+7.1pp |
| Annual return | 12.60% | 20.70%-8.1pp | 1293.02%-1280.4pp | 59.29%-46.7pp |
| Employer contribution / active EE | $398 | $1,872-78.8% | $3,262-87.8% | $2,234-82.2% |
| Participant deferral / active EE | $2,838 | $2,807+1.1% | $3,963-28.4% | $3,805-25.4% |
| Admin fee / account holder | $224 | $117+91.5% | $5,611-96.0% | $158+41.6% |