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 |
|---|---|---|
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $10,117 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,635 | $72,607+26.2% | $90,749+1.0% | $66,914+36.9% |
| Participation rate | 99.5% | 73.7%+25.8pp | 75.7%+23.8pp | 69.8%+29.7pp |
| Annual return | -15.83% | -12.28%-3.5pp | -12.16%-3.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,479 | $2,369+89.1% | $2,921+53.4% | $2,544+76.1% |
| Participant deferral / active EE | $5,901 | $3,977+48.4% | $4,564+29.3% | $4,237+39.3% |
| Admin fee / account holder | $36 | $707-94.9% | $8,445-99.6% | $593-94.0% |