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 ADVISORS3 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $5,980 |
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 | $85,076 | $78,485+8.4% | $106,213-19.9% | $74,495+14.2% |
| Participation rate | 97.9% | 72.8%+25.0pp | 75.3%+22.6pp | 67.2%+30.7pp |
| Annual return | 12.37% | 15.95%-3.6pp | 116.14%-103.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,260 | $2,523+68.9% | $3,171+34.3% | $2,623+62.4% |
| Participant deferral / active EE | $5,314 | $4,322+23.0% | $5,016+6.0% | $4,346+22.3% |
| Admin fee / account holder | $12 | $2,232-99.4% | $11,033-99.9% | $1,942-99.4% |