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 Service code 12 · EIN 23-2195389 | Float revenue; Investment management ... | $24,967 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $87,403 | $69,159+26.4% | $125,175-30.2% | $67,579+29.3% |
| Participation rate | 91.6% | 78.2%+13.4pp | 79.8%+11.8pp | 71.3%+20.3pp |
| Annual return | 32.20% | 27.12%+5.1pp | 43.79%-11.6pp | 378.56%-346.4pp |
| Employer contribution / active EE | $1,452 | $2,023-28.2% | $3,865-62.4% | $2,148-32.4% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $74 | $142-47.7% | $9,702-99.2% | $142-47.9% |