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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS9+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $216,449 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,913 | $53,136-13.6% | $155,509-70.5% | $199,593-77.0% |
| Participation rate | 79.1% | 64.1%+15.0pp | 78.2%+0.9pp | 72.0%+7.1pp |
| Annual return | 11.77% | 41.15%-29.4pp | 64.67%-52.9pp | 34.25%-22.5pp |
| Employer contribution / active EE | $1,349 | $1,851-27.1% | $4,672-71.1% | $3,034-55.5% |
| Participant deferral / active EE | $2,102 | $3,161-33.5% | $5,626-62.6% | $5,087-58.7% |
| Admin fee / account holder | $182 | $185-1.7% | $15,912-98.9% | $269-32.2% |