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 ADVISORS7+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $77,685 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,106 | $121,341-38.1% | $189,513-60.4% | $79,386-5.4% |
| Participation rate | 93.1% | 86.1%+7.0pp | 87.8%+5.3pp | 70.7%+22.4pp |
| Annual return | 20.17% | 21.08%-0.9pp | 555.15%-535.0pp | 116.85%-96.7pp |
| Employer contribution / active EE | $2,253 | $3,915-42.5% | $6,162-63.4% | $2,427-7.2% |
| Participant deferral / active EE | $4,438 | $6,395-30.6% | $8,221-46.0% | $4,046+9.7% |
| Admin fee / account holder | $75 | $651-88.5% | $12,045-99.4% | $626-88.1% |