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 | $62,654 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW, LLP Service code 10 · EIN 39-0859910 | Accounting | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,821 | $61,616-33.7% | $105,722-61.4% | $55,167-26.0% |
| Participation rate | 97.7% | 72.9%+24.8pp | 78.9%+18.8pp | 69.0%+28.7pp |
| Annual return | 6.51% | 11.15%-4.6pp | 12.25%-5.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,505 | $3,043-17.7% | $4,079-38.6% | $1,963+27.6% |
| Participant deferral / active EE | $1,965 | $4,213-53.4% | $5,326-63.1% | $3,054-35.6% |
| Admin fee / account holder | $131 | $379-65.3% | $8,308-98.4% | $504-73.9% |