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 ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $127,965 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,447 | $73,102+116.7% | $123,544+28.3% | $56,287+181.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -2.58% | 3.01%-5.6pp | 119.20%-121.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $3,796 | $2,977+27.5% | $4,628-18.0% | $2,111+79.8% |
| Participant deferral / active EE | $7,932 | $5,423+46.3% | $6,426+23.4% | $3,350+136.8% |
| Admin fee / account holder | $590 | $554+6.5% | $9,284-93.6% | $521+13.2% |