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 ADVISORS7 years Filed as: FULTON BANK, N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $149,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,608 | $66,457-26.9% | $81,382-40.3% | $77,643-37.4% |
| Participation rate | 95.0% | 68.7%+26.3pp | 69.5%+25.5pp | 70.6%+24.4pp |
| Annual return | 21.26% | 15.93%+5.3pp | 24.73%-3.5pp | 31.24%-10.0pp |
| Employer contribution / active EE | $798 | $2,159-63.0% | $2,463-67.6% | $2,726-70.7% |
| Participant deferral / active EE | $2,901 | $3,679-21.2% | $3,883-25.3% | $4,647-37.6% |
| Admin fee / account holder | $222 | $583-61.9% | $5,768-96.2% | $430-48.5% |