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 Service code 15 · EIN 23-1928421 | Recordkeeping | $67,240 |
BAKER TILLY US, LLP2 years 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 | $45,508 | $66,180-31.2% | $118,746-61.7% | $62,292-26.9% |
| Participation rate | 99.0% | 71.3%+27.7pp | 78.3%+20.7pp | 69.5%+29.5pp |
| Annual return | 14.77% | 60.89%-46.1pp | 24.54%-9.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $3,017 | $3,183-5.2% | $4,193-28.0% | $2,042+47.7% |
| Participant deferral / active EE | $2,344 | $4,247-44.8% | $5,332-56.0% | $3,169-26.0% |
| Admin fee / account holder | $147 | $753-80.5% | $10,720-98.6% | $479-69.4% |