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 Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $6,019 |
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 | $142,543 | $69,362+105.5% | $101,248+40.8% | $73,488+94.0% |
| Participation rate | 90.2% | 68.4%+21.8pp | 75.8%+14.4pp | 70.7%+19.6pp |
| Annual return | 13.63% | 18.46%-4.8pp | 46.47%-32.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $773 | $2,628-70.6% | $3,660-78.9% | $2,270-66.0% |
| Participant deferral / active EE | $3,895 | $3,300+18.0% | $4,370-10.9% | $3,740+4.2% |
| Admin fee / account holder | $32 | $704-95.5% | $5,945-99.5% | $513-93.8% |