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 | $83,618 |
GARDNER RUSSO7 years Filed as: GARDNER RUSSO & GARDNER, LLC Service code 26 223 EAST CHESTNUT STREET · LANCASTER, PA 17602 | Advisory (Participants) | $25,801 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 61 S PARAMUS RD, 4TH FL · PARAMUS, NJ 07652 | Advisory (Participants) | $11,592 |
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 | $106,420 | $47,126+125.8% | $149,673-28.9% | $74,419+43.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.66% | 22.75%-2.1pp | 134.42%-113.8pp | 34.38%-13.7pp |
| Employer contribution / active EE | $5,948 | $1,905+212.2% | $4,818+23.5% | $2,637+125.5% |
| Participant deferral / active EE | $5,296 | $2,728+94.1% | $5,680-6.8% | $4,528+17.0% |
| Admin fee / account holder | $371 | $343+8.4% | $13,210-97.2% | $348+6.8% |