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 ADVISORS10+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $84,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,352 | $122,239-34.3% | $184,203-56.4% | $74,495+7.9% |
| Participation rate | 93.5% | 85.5%+8.0pp | 86.8%+6.7pp | 67.2%+26.3pp |
| Annual return | 16.19% | 19.95%-3.8pp | 28.81%-12.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,561 | $4,537-43.6% | $6,427-60.2% | $2,623-2.4% |
| Participant deferral / active EE | $5,121 | $7,139-28.3% | $9,131-43.9% | $4,346+17.8% |
| Admin fee / account holder | $132 | $1,260-89.5% | $13,901-99.0% | $1,942-93.2% |