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 ADVISORS4 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $99,372 |
BERTZ, HESS & CO LLC2 years Service code 16 · EIN 23-1709427 | Consulting | $0 |
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 | $97,697 | $76,670+27.4% | $96,683+1.0% | $71,457+36.7% |
| Participation rate | 87.7% | 66.6%+21.1pp | 74.3%+13.3pp | 67.9%+19.8pp |
| Annual return | 14.89% | 48.29%-33.4pp | 35.69%-20.8pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,042 | $3,031-32.6% | $3,737-45.4% | $2,588-21.1% |
| Participant deferral / active EE | $5,808 | $3,771+54.0% | $4,878+19.1% | $4,289+35.4% |
| Admin fee / account holder | $356 | $2,028-82.5% | $6,730-94.7% | $1,587-77.6% |