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 ADVISORS8 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $95,642 |
GARDNER RUSSO9 years Filed as: GARDNER RUSSO & GARDNER, LLC Service code 26 223 EAST CHESTNUT STREET · LANCASTER, PA 17602 | Advisory (Participants) | $31,637 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 61 S PARAMUS RD, 4TH FL · PARAMUS, NJ 07652 | Advisory (Participants) | $15,564 |
Filed as: EMMERLING WEALTH MGMT GROUP RBC Service code 26 1 PPG PLACE · PITTSBURGH, PA 15222 | Advisory (Participants) | $13,161 |
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 | $157,454 | $50,982+208.8% | $154,803+1.7% | $85,563+84.0% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 22.38% | 30.35%-8.0pp | 58.88%-36.5pp | 31.51%-9.1pp |
| Employer contribution / active EE | $7,311 | $1,708+328.0% | $4,305+69.8% | $2,654+175.5% |
| Participant deferral / active EE | $6,634 | $2,474+168.1% | $5,540+19.7% | $4,375+51.6% |
| Admin fee / account holder | $481 | $846-43.2% | $14,329-96.6% | $834-42.4% |