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 ADVISORS6 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $7,110 |
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 | $151,595 | $76,670+97.7% | $96,683+56.8% | $71,457+112.1% |
| Participation rate | 81.8% | 66.6%+15.2pp | 74.3%+7.4pp | 67.9%+13.8pp |
| Annual return | 16.78% | 48.29%-31.5pp | 35.69%-18.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $816 | $3,031-73.1% | $3,737-78.2% | $2,588-68.5% |
| Participant deferral / active EE | $4,276 | $3,771+13.4% | $4,878-12.3% | $4,289-0.3% |
| Admin fee / account holder | $39 | $2,028-98.1% | $6,730-99.4% | $1,587-97.5% |