See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS10+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $87,696 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & CO., CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $16,480 |
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 | $76,056 | $80,724-5.8% | $103,333-26.4% | $74,495+2.1% |
| Participation rate | 91.7% | 65.7%+26.1pp | 74.5%+17.2pp | 67.2%+24.5pp |
| Annual return | 18.98% | 27.56%-8.6pp | 24.88%-5.9pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $3,086 | $3,157-2.3% | $3,868-20.2% | $2,623+17.6% |
| Participant deferral / active EE | $3,307 | $3,860-14.3% | $5,057-34.6% | $4,346-23.9% |
| Admin fee / account holder | $322 | $2,368-86.4% | $8,355-96.1% | $1,942-83.4% |