See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS11+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $225,743 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $18,953 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,653 | $119,446+80.5% | $150,045+43.7% | $85,563+152.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 15.99% | 23.72%-7.7pp | 62.55%-46.6pp | 31.51%-15.5pp |
| Employer contribution / active EE | $4,677 | $4,078+14.7% | $4,693-0.3% | $2,654+76.2% |
| Participant deferral / active EE | $10,882 | $7,985+36.3% | $7,997+36.1% | $4,375+148.7% |
| Admin fee / account holder | $758 | $548+38.4% | $13,435-94.4% | $834-9.1% |