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 ADVISORS8+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $207,700 |
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 | $173,677 | $84,487+105.6% | $125,339+38.6% | $66,914+159.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.39% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,303 | $3,553+21.1% | $4,814-10.6% | $2,544+69.1% |
| Participant deferral / active EE | $10,023 | $6,781+47.8% | $7,446+34.6% | $4,237+136.6% |
| Admin fee / account holder | $742 | $685+8.4% | $10,010-92.6% | $593+25.1% |