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 ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $3,488 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,096 | $50,464+68.6% | $75,781+12.3% | $52,331+62.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 1.00% | 1.03%0pp | 9.68%-8.7pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,672 | $1,988-15.9% | $3,323-49.7% | $1,882-11.2% |
| Participant deferral / active EE | $3,874 | $2,570+50.7% | $3,651+6.1% | $3,022+28.2% |
| Admin fee / account holder | $17 | $1,103-98.4% | $5,299-99.7% | $592-97.1% |