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 ADVISORS6+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $157,849 |
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 | $198,370 | $99,957+98.5% | $149,696+32.5% | $73,488+169.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 15.54% | 53.87%-38.3pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $4,131 | $3,191+29.4% | $4,644-11.1% | $2,270+82.0% |
| Participant deferral / active EE | $9,141 | $6,073+50.5% | $6,842+33.6% | $3,740+144.4% |
| Admin fee / account holder | $726 | $551+31.8% | $9,309-92.2% | $513+41.4% |