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 |
|---|---|---|
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $88,082 |
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 | $90,390 | $69,362+30.3% | $101,248-10.7% | $73,488+23.0% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.8%+22.2pp | 70.7%+27.3pp |
| Annual return | 13.01% | 18.46%-5.5pp | 46.47%-33.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,574 | $2,628-2.1% | $3,660-29.7% | $2,270+13.4% |
| Participant deferral / active EE | $5,445 | $3,300+65.0% | $4,370+24.6% | $3,740+45.6% |
| Admin fee / account holder | $290 | $704-58.8% | $5,945-95.1% | $513-43.6% |