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 12 · EIN 23-2195389 | Direct payment from the plan; Other f... | $134,399 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DOUBLELINE CAPITAL LP1 year Service code 28 333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071 | Investment Management | $0 |
GOLDMAN SACHS7 years Filed as: GOLDMAN SACHS ASSET , L.P. Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 | Investment Management | $0 |
HARBOR8 years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $0 |
PGIM INVESTMENTS8 years Filed as: PGIM INVESTMENTS LLC Service code 28 ONE SEAPORT PLAZA · NEW YORK, NY 10292 | Investment Management | $0 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,584 | $86,944+341.2% | $107,525+256.7% | $74,304+416.2% |
| Participation rate | 99.4% | 59.6%+39.9pp | 75.1%+24.3pp | 60.3%+39.1pp |
| Annual return | 11.82% | 23.52%-11.7pp | 181.32%-169.5pp | 29.43%-17.6pp |
| Employer contribution / active EE | $24,938 | $2,757+804.6% | $3,754+564.4% | $2,241+1012.7% |
| Participant deferral / active EE | $6,917 | $3,554+94.6% | $5,116+35.2% | $3,767+83.6% |
| Admin fee / account holder | $544 | $3,727-85.4% | $8,919-93.9% | $2,969-81.7% |