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 ADVISORS7+ years Service code 12 · EIN 23-2195389 | Other fees; Investment management fee... | $28,655 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,490 | $86,225+15.4% | $146,665-32.2% | $86,799+14.6% |
| Participation rate | 95.9% | 78.0%+17.9pp | 80.1%+15.8pp | 72.3%+23.6pp |
| Annual return | 30.21% | 31.23%-1.0pp | 22.74%+7.5pp | 97.91%-67.7pp |
| Employer contribution / active EE | $1,475 | $2,392-38.4% | $4,136-64.4% | $2,405-38.7% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $76 | $195-61.0% | $10,280-99.3% | $170-55.1% |