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 | $103,397 |
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 | $42,783 | $55,790-23.3% | $76,817-44.3% | $67,579-36.7% |
| Participation rate | 81.1% | 71.1%+10.0pp | 72.1%+9.0pp | 71.3%+9.8pp |
| Annual return | 24.36% | 64.45%-40.1pp | 1166.11%-1141.7pp | 378.56%-354.2pp |
| Employer contribution / active EE | $673 | $1,810-62.8% | $2,302-70.8% | $2,148-68.7% |
| Participant deferral / active EE | $2,354 | $2,875-18.1% | $3,336-29.4% | $3,539-33.5% |
| Admin fee / account holder | $97 | $159-38.9% | $6,420-98.5% | $142-31.7% |