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 | $102,029 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,670 | $48,261-28.2% | $68,793-49.6% | $55,725-37.8% |
| Participation rate | 81.5% | 71.0%+10.5pp | 72.2%+9.3pp | 70.9%+10.7pp |
| Annual return | -6.00% | -2.61%-3.4pp | -4.63%-1.4pp | 244.93%-250.9pp |
| Employer contribution / active EE | $643 | $1,742-63.1% | $2,625-75.5% | $2,078-69.1% |
| Participant deferral / active EE | $2,170 | $2,712-20.0% | $3,311-34.5% | $3,356-35.3% |
| Admin fee / account holder | $105 | $126-16.9% | $5,131-98.0% | $115-9.0% |