Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 RPS8 years Service code 15 · EIN 27-1803704 | Recordkeeping | $106,175 |
SMITH SAPP BOOKHOUT CRUMPLER2 years Filed as: SMITH SAPP BOOKOUT CRUMPLER Service code 10 · EIN 57-0801130 | Accounting | $14,500 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,301 | $55,472+425.1% | $155,567+87.3% | $74,546+290.8% |
| Participation rate | 57.2% | 61.9%-4.7pp | 78.2%-21.0pp | 67.2%-10.0pp |
| Annual return | 14.10% | 268.72%-254.6pp | 64.74%-50.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $4,331 | $2,269+90.9% | $4,674-7.3% | $2,624+65.0% |
| Participant deferral / active EE | $5,600 | $2,838+97.3% | $5,628-0.5% | $4,347+28.8% |
| Admin fee / account holder | $901 | $1,743-48.3% | $15,916-94.3% | $1,944-53.7% |