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 Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $1,734 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,315 | $71,516-54.8% | $98,439-67.2% | $71,457-54.8% |
| Participation rate | 74.8% | 72.7%+2.1pp | 75.2%-0.3pp | 67.9%+6.9pp |
| Annual return | 18.87% | 32.41%-13.5pp | 21.16%-2.3pp | 28.85%-10.0pp |
| Employer contribution / active EE | $432 | $2,399-82.0% | $3,048-85.8% | $2,588-83.3% |
| Participant deferral / active EE | $2,299 | $4,109-44.0% | $4,738-51.5% | $4,289-46.4% |
| Admin fee / account holder | $3 | $1,675-99.8% | $8,948-100.0% | $1,587-99.8% |