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 Service code 15 · EIN 23-1928421 | Recordkeeping | $29,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,673 | $50,385-3.4% | $75,670-35.7% | $62,292-21.9% |
| Participation rate | 46.2% | 67.7%-21.5pp | 72.3%-26.1pp | 69.5%-23.3pp |
| Annual return | 14.16% | 19.90%-5.7pp | 27.34%-13.2pp | 28.90%-14.7pp |
| Employer contribution / active EE | $124 | $1,537-92.0% | $2,352-94.7% | $2,042-93.9% |
| Participant deferral / active EE | $2,601 | $2,445+6.4% | $3,142-17.2% | $3,169-17.9% |
| Admin fee / account holder | $295 | $384-23.1% | $5,800-94.9% | $479-38.4% |