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 Service code 15 · EIN 23-1928421 | Recordkeeping | $33,645 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,971 | $54,590+41.0% | $81,930-6.1% | $73,488+4.7% |
| Participation rate | 36.5% | 68.3%-31.8pp | 72.0%-35.5pp | 70.7%-34.2pp |
| Annual return | 18.60% | 17.74%+0.9pp | 29.49%-10.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $105 | $1,636-93.6% | $4,310-97.6% | $2,270-95.4% |
| Participant deferral / active EE | $2,057 | $2,759-25.4% | $7,107-71.1% | $3,740-45.0% |
| Admin fee / account holder | $391 | $592-33.9% | $5,158-92.4% | $513-23.7% |