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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,301 | $55,415+425.7% | $155,509+87.3% | $74,495+291.0% |
| Participation rate | 57.2% | 61.9%-4.7pp | 78.2%-21.0pp | 67.2%-10.0pp |
| Annual return | 14.10% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,331 | $2,267+91.0% | $4,672-7.3% | $2,623+65.1% |
| Participant deferral / active EE | $5,600 | $2,836+97.5% | $5,626-0.5% | $4,346+28.9% |
| Admin fee / account holder | $901 | $1,738-48.2% | $15,912-94.3% | $1,942-53.6% |