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 ADVISORS10+ years Service code 12 · EIN 23-2195389 | Claims processing; Direct payment fro... | $33,522 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,375 | $89,436+5.5% | $164,813-42.7% | $77,643+21.6% |
| Participation rate | 94.6% | 78.6%+15.9pp | 78.6%+16.0pp | 70.6%+24.0pp |
| Annual return | 1.31% | 28.83%-27.5pp | 69.93%-68.6pp | 31.24%-29.9pp |
| Employer contribution / active EE | $1,658 | $2,569-35.5% | $4,341-61.8% | $2,726-39.2% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $67 | $339-80.3% | $12,690-99.5% | $430-84.5% |