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 | $88,083-16.6% | $164,813-55.4% | $74,495-1.4% |
| Participation rate | 93.0% | 73.0%+20.0pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 15.52% | 17.26%-1.7pp | 69.93%-54.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,386 | $2,593-8.0% | $4,341-45.0% | $2,623-9.0% |
| Participant deferral / active EE | $3,740 | $4,498-16.9% | $6,031-38.0% | $4,346-13.9% |
| Admin fee / account holder | $370 | $2,234-83.4% | $12,690-97.1% | $1,942-80.9% |