See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6 years Filed as: FULTON BANK, N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $134,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,629 | $69,823-43.2% | $77,163-48.6% | $74,419-46.7% |
| Participation rate | 95.5% | 70.0%+25.5pp | 69.6%+25.9pp | 70.7%+24.8pp |
| Annual return | 17.61% | 19.98%-2.4pp | 37.87%-20.3pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,836 | $2,150-14.6% | $2,535-27.6% | $2,637-30.4% |
| Participant deferral / active EE | $2,523 | $3,558-29.1% | $3,833-34.2% | $4,528-44.3% |
| Admin fee / account holder | $112 | $398-71.8% | $5,472-97.9% | $348-67.7% |