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 ADVISORS11+ years Service code 12 · EIN 23-2195389 | Claims processing; Float revenue; Inv... | $30,337 |
GOLDMAN SACHS4 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 | $90,122 | $108,549-17.0% | $156,263-42.3% | $85,563+5.3% |
| Participation rate | 91.5% | 77.1%+14.4pp | 78.9%+12.6pp | 66.0%+25.5pp |
| Annual return | 0.27% | 21.79%-21.5pp | 59.47%-59.2pp | 31.51%-31.2pp |
| Employer contribution / active EE | $1,704 | $2,690-36.6% | $4,333-60.7% | $2,654-35.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $64 | $650-90.1% | $14,255-99.6% | $834-92.3% |