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 Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $101,063 |
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 | $97,020 | $77,660+24.9% | $109,143-11.1% | $79,386+22.2% |
| Participation rate | 97.5% | 67.8%+29.7pp | 75.9%+21.6pp | 70.7%+26.8pp |
| Annual return | 13.44% | 23.44%-10.0pp | 25.75%-12.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $5,546 | $2,797+98.2% | $3,722+49.0% | $2,427+128.4% |
| Participant deferral / active EE | $1,571 | $3,518-55.3% | $4,653-66.2% | $4,046-61.2% |
| Admin fee / account holder | $326 | $732-55.5% | $6,752-95.2% | $626-47.9% |