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 ADVISORS9+ years Service code 12 · EIN 23-2195389 | Investment management fees paid direc... | $31,564 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP 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 | $106,889 | $91,372+17.0% | $129,995-17.8% | $74,419+43.6% |
| Participation rate | 91.7% | 77.8%+13.9pp | 78.5%+13.2pp | 70.7%+20.9pp |
| Annual return | 19.08% | 23.21%-4.1pp | -137.18%+156.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,594 | $2,563-37.8% | $4,320-63.1% | $2,637-39.5% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $67 | $283-76.2% | $10,614-99.4% | $348-80.6% |