See peer percentile detail with Solo.
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 |
|---|---|---|
FULTON FINANCIAL ADVISORS8+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $91,152 |
BAKER TILLY US, LLP7 years Filed as: BAKER TILLY VIRCHOW, LLP Service code 10 · EIN 39-0859910 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,334 | $64,871-8.5% | $129,110-54.0% | $66,914-11.3% |
| Participation rate | 97.1% | 74.0%+23.2pp | 77.3%+19.9pp | 69.8%+27.3pp |
| Annual return | -15.98% | -12.21%-3.8pp | -10.94%-5.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,354 | $3,741-10.4% | $5,052-33.6% | $2,544+31.8% |
| Participant deferral / active EE | $2,496 | $5,090-51.0% | $6,542-61.9% | $4,237-41.1% |
| Admin fee / account holder | $221 | $629-64.9% | $14,302-98.5% | $593-62.7% |