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 | $66,898 |
GARDNER RUSSO4 years Filed as: GARDNER RUSSO & GARDNER, LLC Service code 26 223 EAST CHESTNUT STREET · LANCASTER, PA 17602 | Advisory (Participants) | $20,287 |
WALZ GROUP3 years Service code 10 · EIN 23-2489722 | Accounting | $9,800 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 61 S PARAMUS RD, 4TH FL · PARAMUS, NJ 07652 | Advisory (Participants) | $9,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,215 | $58,879+73.6% | $178,490-42.7% | $73,488+39.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.15% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $5,409 | $2,236+141.9% | $5,011+8.0% | $2,270+138.3% |
| Participant deferral / active EE | $4,323 | $2,567+68.4% | $5,202-16.9% | $3,740+15.6% |
| Admin fee / account holder | $332 | $400-17.1% | $13,984-97.6% | $513-35.4% |