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 ADVISORS5 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $111,496 |
BERTZ, HESS & CO LLC3 years Service code 16 · EIN 23-1709427 | Consulting | $10,450 |
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 | $103,095 | $80,724+27.7% | $103,333-0.2% | $74,495+38.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.36% | 27.56%-16.2pp | 24.88%-13.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,237 | $3,157-29.2% | $3,868-42.2% | $2,623-14.7% |
| Participant deferral / active EE | $6,191 | $3,860+60.4% | $5,057+22.4% | $4,346+42.5% |
| Admin fee / account holder | $405 | $2,368-82.9% | $8,355-95.1% | $1,942-79.1% |