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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $33,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,919 | $71,192-29.9% | $117,854-57.6% | $62,292-19.9% |
| Participation rate | 69.4% | 74.2%-4.9pp | 79.7%-10.3pp | 69.5%-0.2pp |
| Annual return | 16.60% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,337 | $1,934-30.9% | $3,786-64.7% | $2,042-34.5% |
| Participant deferral / active EE | $2,175 | $3,189-31.8% | $4,482-51.5% | $3,169-31.4% |
| Admin fee / account holder | $293 | $587-50.1% | $8,020-96.3% | $479-38.8% |