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 ADVISORS5 years Filed as: FULTON BANK, N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $121,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,727 | $56,503-35.0% | $70,092-47.6% | $64,808-43.3% |
| Participation rate | 73.0% | 70.5%+2.5pp | 70.5%+2.5pp | 71.5%+1.5pp |
| Annual return | -16.95% | -13.44%-3.5pp | 190.73%-207.7pp | 32.82%-49.8pp |
| Employer contribution / active EE | $641 | $2,046-68.7% | $2,559-74.9% | $2,506-74.4% |
| Participant deferral / active EE | $2,302 | $3,389-32.1% | $3,849-40.2% | $4,310-46.6% |
| Admin fee / account holder | $98 | $160-38.6% | $6,267-98.4% | $188-47.6% |