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 |
|---|---|---|
FULTON FINANCIAL ADVISORS2 years Service code 15 · EIN 23-1928421 | Recordkeeping | $87,540 |
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 | $64,627 | $55,449+16.6% | $83,848-22.9% | $56,287+14.8% |
| Participation rate | 92.0% | 68.0%+24.0pp | 76.1%+15.8pp | 69.9%+22.1pp |
| Annual return | -5.14% | -1.38%-3.8pp | 850.88%-856.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,173 | $2,430-51.7% | $3,631-67.7% | $2,111-44.4% |
| Participant deferral / active EE | $4,098 | $2,935+39.6% | $4,082+0.4% | $3,350+22.3% |
| Admin fee / account holder | $269 | $656-59.0% | $5,478-95.1% | $521-48.4% |