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 |
|---|---|---|
Filed as: FULTON BANK N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $13,684 |
Employer contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,891 | $70,908-66.3% | $98,907-75.8% | $73,488-67.5% |
| Participation rate | 84.4% | 73.8%+10.7pp | 76.0%+8.4pp | 70.7%+13.8pp |
| Annual return | 16.31% | 34.17%-17.9pp | 196.43%-180.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $444 | $2,036-78.2% | $2,689-83.5% | $2,270-80.4% |
| Participant deferral / active EE | $1,917 | $3,500-45.2% | $4,244-54.8% | $3,740-48.7% |
| Admin fee / account holder | $79 | $535-85.2% | $6,642-98.8% | $513-84.5% |