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 |
|---|---|---|
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $4,421 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,790 | $55,449+81.8% | $83,848+20.2% | $56,287+79.1% |
| Participation rate | 94.9% | 68.0%+26.9pp | 76.1%+18.8pp | 69.9%+25.1pp |
| Annual return | -4.05% | -1.38%-2.7pp | 850.88%-854.9pp | -9.96%+5.9pp |
| Employer contribution / active EE | $766 | $2,430-68.5% | $3,631-78.9% | $2,111-63.7% |
| Participant deferral / active EE | $3,773 | $2,935+28.5% | $4,082-7.6% | $3,350+12.6% |
| Admin fee / account holder | $23 | $656-96.6% | $5,478-99.6% | $521-95.7% |