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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $66,717 |
SOUTH STATE RPS1 year Filed as: SOUTH STATE RETIREMENT SERVICES Service code 16 · EIN 27-1803704 | Consulting | $22,474 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,167 | $23,224+116.0% | $71,086-29.4% | $55,725-10.0% |
| Participation rate | 63.2% | 37.9%+25.3pp | 54.7%+8.5pp | 70.9%-7.7pp |
| Annual return | -4.85% | -2.87%-2.0pp | 650.59%-655.4pp | 244.93%-249.8pp |
| Employer contribution / active EE | $295 | $436-32.3% | $1,088-72.8% | $2,078-85.8% |
| Participant deferral / active EE | $1,851 | $929+99.2% | $1,874-1.2% | $3,356-44.8% |
| Admin fee / account holder | $339 | $118+187.6% | $3,082-89.0% | $115+194.4% |