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 ADVISORS3 years Service code 15 · EIN 23-1928421 | Recordkeeping | $89,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,926 | $63,114+28.2% | $92,893-12.9% | $65,185+24.1% |
| Participation rate | 97.2% | 68.8%+28.4pp | 76.0%+21.2pp | 70.2%+27.0pp |
| Annual return | 19.90% | 28.75%-8.9pp | 109.41%-89.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,847 | $2,571-28.1% | $3,653-49.4% | $2,177-15.1% |
| Participant deferral / active EE | $5,230 | $3,108+68.3% | $4,236+23.5% | $3,514+48.8% |
| Admin fee / account holder | $303 | $624-51.4% | $5,794-94.8% | $847-64.2% |