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 3-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 Service code 15 · EIN 23-1928421 | Recordkeeping | $40,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,882 | $62,624-34.7% | $177,989-77.0% | $77,643-47.3% |
| Participation rate | 27.5% | 66.8%-39.3pp | 77.1%-49.5pp | 70.6%-43.0pp |
| Annual return | 13.99% | 16.16%-2.2pp | 294.48%-280.5pp | 31.24%-17.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,711 | $4,219-59.4% | $6,276-72.7% | $4,647-63.2% |
| Admin fee / account holder | $215 | $386-44.3% | $10,363-97.9% | $430-50.1% |