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 ADVISORS2 years Service code 15 · EIN 23-1928421 | Recordkeeping | $4,919 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,142 | $66,310-65.1% | $93,606-75.3% | $65,185-64.5% |
| Participation rate | 84.4% | 74.0%+10.4pp | 75.8%+8.5pp | 70.2%+14.2pp |
| Annual return | 15.68% | 42.58%-26.9pp | 32.76%-17.1pp | 29.38%-13.7pp |
| Employer contribution / active EE | $469 | $2,012-76.7% | $2,718-82.8% | $2,177-78.5% |
| Participant deferral / active EE | $2,009 | $3,342-39.9% | $4,069-50.6% | $3,514-42.8% |
| Admin fee / account holder | $132 | $6,897-98.1% | $7,888-98.3% | $847-84.4% |