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 3-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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: SOUTH STATE RETIREMENT PLAN SERVICE Service code 15 · EIN 27-1803704 | Recordkeeping | $187,247 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,286 | $50,820-1.0% | $155,567-67.7% | $77,671-35.3% |
| Participation rate | 95.6% | 63.1%+32.5pp | 78.2%+17.4pp | 70.6%+25.1pp |
| Annual return | 16.14% | 34.85%-18.7pp | 64.74%-48.6pp | 31.21%-15.1pp |
| Employer contribution / active EE | $2,122 | $1,993+6.5% | $4,674-54.6% | $2,726-22.2% |
| Participant deferral / active EE | $4,586 | $2,823+62.5% | $5,628-18.5% | $4,648-1.3% |
| Admin fee / account holder | $238 | $436-45.4% | $15,916-98.5% | $430-44.7% |