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 | $74,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,366 | $57,610-33.4% | $154,803-75.2% | $102,872-62.7% |
| Participation rate | 33.8% | 59.5%-25.7pp | 78.1%-44.3pp | 73.0%-39.3pp |
| Annual return | 15.94% | 30.49%-14.5pp | 58.88%-42.9pp | 19.06%-3.1pp |
| Employer contribution / active EE | $814 | $1,883-56.8% | $4,305-81.1% | $3,526-76.9% |
| Participant deferral / active EE | $1,463 | $2,914-49.8% | $5,540-73.6% | $5,535-73.6% |
| Admin fee / account holder | $136 | $368-63.0% | $14,329-99.1% | $292-53.4% |