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 RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $17,983 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $14,026 |
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.)
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 | $33,061 | $63,156-47.7% | $122,332-73.0% | $62,292-46.9% |
| Participation rate | 62.3% | 60.0%+2.3pp | 71.6%-9.3pp | 69.5%-7.2pp |
| Annual return | 18.50% | 20.61%-2.1pp | 30.27%-11.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $967 | $1,385-30.1% | $4,050-76.1% | $2,042-52.6% |
| Participant deferral / active EE | $1,666 | $2,321-28.2% | $3,287-49.3% | $3,169-47.4% |
| Admin fee / account holder | $348 | $440-20.9% | $5,478-93.6% | $479-27.4% |