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 ADVISORS2 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $5,705 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,441 | $71,516+12.5% | $98,439-18.3% | $71,457+12.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.55% | 32.41%-15.9pp | 21.16%-4.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $4,342 | $2,399+81.0% | $3,048+42.5% | $2,588+67.8% |
| Participant deferral / active EE | $5,419 | $4,109+31.9% | $4,738+14.4% | $4,289+26.4% |
| Admin fee / account holder | $11 | $1,675-99.3% | $8,948-99.9% | $1,587-99.3% |