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 ADVISORS10+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $49,806 |
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 | $73,449 | $88,087-16.6% | $164,866-55.4% | $74,546-1.5% |
| Participation rate | 93.0% | 73.1%+19.9pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 15.52% | 17.27%-1.8pp | 69.97%-54.5pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,386 | $2,595-8.1% | $4,343-45.1% | $2,624-9.1% |
| Participant deferral / active EE | $3,740 | $4,499-16.9% | $6,033-38.0% | $4,347-14.0% |
| Admin fee / account holder | $370 | $2,232-83.4% | $12,689-97.1% | $1,944-80.9% |