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 Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $99,519 |
BERTZ, HESS & CO LLC1 year Service code 16 · EIN 23-1709427 | Consulting | $9,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,046 | $64,119+32.6% | $112,228-24.2% | $66,914+27.1% |
| Participation rate | 99.5% | 68.5%+31.0pp | 75.1%+24.4pp | 69.8%+29.7pp |
| Annual return | -14.59% | -13.81%-0.8pp | 27.45%-42.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,986 | $3,005-33.9% | $3,635-45.4% | $2,544-22.0% |
| Participant deferral / active EE | $5,592 | $3,693+51.4% | $4,728+18.3% | $4,237+32.0% |
| Admin fee / account holder | $368 | $625-41.1% | $6,410-94.3% | $593-38.0% |