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 ADVISORS5 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $5,278 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,748 | $64,119+110.2% | $112,228+20.1% | $66,914+101.4% |
| Participation rate | 83.1% | 68.5%+14.6pp | 75.1%+8.0pp | 69.8%+13.2pp |
| Annual return | -13.70% | -13.81%+0.1pp | 27.45%-41.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $808 | $3,005-73.1% | $3,635-77.8% | $2,544-68.3% |
| Participant deferral / active EE | $4,149 | $3,693+12.3% | $4,728-12.3% | $4,237-2.1% |
| Admin fee / account holder | $28 | $625-95.5% | $6,410-99.6% | $593-95.2% |