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 ADVISORS4 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $77,297 |
GARDNER RUSSO5 years Filed as: GARDNER RUSSO & GARDNER, LLC Service code 26 223 EAST CHESTNUT STREET · LANCASTER, PA 17602 | Advisory (Participants) | $25,165 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 61 S PARAMUS RD, 4TH FL · PARAMUS, NJ 07652 | Advisory (Participants) | $12,215 |
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 | $98,671 | $56,485+74.7% | $185,823-46.9% | $86,799+13.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 17.35% | 118.04%-100.7pp | 122.05%-104.7pp | 97.91%-80.6pp |
| Employer contribution / active EE | $5,775 | $1,843+213.4% | $5,167+11.8% | $2,405+140.1% |
| Participant deferral / active EE | $4,587 | $2,553+79.6% | $5,568-17.6% | $4,131+11.0% |
| Admin fee / account holder | $310 | $150+107.0% | $16,237-98.1% | $170+82.6% |