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 ADVISORS9+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $77,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,617 | $130,194-42.7% | $169,993-56.1% | $71,457+4.4% |
| Participation rate | 90.7% | 86.1%+4.6pp | 87.0%+3.7pp | 67.9%+22.8pp |
| Annual return | 15.65% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $2,416 | $4,381-44.9% | $6,785-64.4% | $2,588-6.6% |
| Participant deferral / active EE | $4,890 | $6,923-29.4% | $10,408-53.0% | $4,289+14.0% |
| Admin fee / account holder | $97 | $966-90.0% | $12,815-99.2% | $1,587-93.9% |