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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $75,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,902 | $56,423+247.2% | $77,163+153.9% | $71,457+174.2% |
| Participation rate | 96.2% | 64.3%+31.9pp | 69.6%+26.6pp | 67.9%+28.3pp |
| Annual return | 10.64% | 19.05%-8.4pp | 37.87%-27.2pp | 28.85%-18.2pp |
| Employer contribution / active EE | $18,142 | $1,866+872.3% | $2,535+615.7% | $2,588+601.1% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $621 | $1,429-56.5% | $5,472-88.6% | $1,587-60.9% |