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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,990 |
SOUTH STATE RPS2 years Filed as: SOUTH STATE ADVISORY, INC. Service code 15 · EIN 27-1803704 | Recordkeeping | $22,164 |
ADP BROKER-DEALER2 years 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 | $44,845 | $54,121-17.1% | $134,143-66.6% | $73,409-38.9% |
| Participation rate | 61.4% | 64.4%-3.0pp | 72.2%-10.8pp | 72.2%-10.8pp |
| Annual return | 15.62% | -312.52%+328.1pp | 36.33%-20.7pp | 59.29%-43.7pp |
| Employer contribution / active EE | $297 | $1,402-78.8% | $3,704-92.0% | $2,234-86.7% |
| Participant deferral / active EE | $2,471 | $2,844-13.1% | $3,499-29.4% | $3,805-35.1% |
| Admin fee / account holder | $176 | $132+33.3% | $6,684-97.4% | $158+11.7% |