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 | $105,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,445 | $61,473-24.4% | $81,930-43.3% | $73,409-36.7% |
| Participation rate | 75.9% | 72.4%+3.5pp | 72.0%+3.9pp | 72.2%+3.7pp |
| Annual return | 15.37% | 28.26%-12.9pp | 29.49%-14.1pp | 59.29%-43.9pp |
| Employer contribution / active EE | $619 | $1,898-67.4% | $4,310-85.6% | $2,234-72.3% |
| Participant deferral / active EE | $2,392 | $3,080-22.4% | $7,107-66.3% | $3,805-37.1% |
| Admin fee / account holder | $95 | $125-24.0% | $5,158-98.2% | $158-39.6% |