See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS11+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $52,997 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $14,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,279 | $49,915-29.3% | $154,803-77.2% | $74,304-52.5% |
| Participation rate | 98.7% | 54.0%+44.7pp | 78.1%+20.6pp | 60.3%+38.3pp |
| Annual return | 14.94% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,848 | $1,611+14.7% | $4,305-57.1% | $2,241-17.5% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $244 | $2,189-88.9% | $14,329-98.3% | $2,969-91.8% |