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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,346 |
SOUTH STATE RPS1 year Filed as: SOUTH STATE ADVISORY, INC. Service code 15 · EIN 27-1803704 | Recordkeeping | $10,715 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,109 | $25,302+125.7% | $74,701-23.5% | $67,579-15.5% |
| Participation rate | 62.9% | 37.8%+25.1pp | 54.5%+8.5pp | 71.3%-8.4pp |
| Annual return | 20.88% | 10291.17%-10270.3pp | 752.92%-732.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $329 | $446-26.2% | $1,084-69.6% | $2,148-84.7% |
| Participant deferral / active EE | $2,318 | $954+143.0% | $1,964+18.1% | $3,539-34.5% |
| Admin fee / account holder | $256 | $108+137.9% | $3,333-92.3% | $142+80.0% |