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 ADVISORS9+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $214,787 |
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 | $189,237 | $95,274+98.6% | $135,903+39.2% | $74,419+154.3% |
| Participation rate | 98.8% | 78.2%+20.7pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 23.40% | 32.77%-9.4pp | 68.23%-44.8pp | 34.38%-11.0pp |
| Employer contribution / active EE | $4,090 | $3,874+5.6% | $4,856-15.8% | $2,637+55.1% |
| Participant deferral / active EE | $9,638 | $7,782+23.9% | $7,758+24.2% | $4,528+112.9% |
| Admin fee / account holder | $684 | $266+157.0% | $10,762-93.6% | $348+96.6% |