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 9-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 ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $116,353 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,236 | $37,213-56.4% | $156,549-89.6% | $63,975-74.6% |
| Participation rate | 93.1% | 65.0%+28.2pp | 84.0%+9.1pp | 71.1%+22.0pp |
| Annual return | 4.93% | 47.89%-43.0pp | 32.23%-27.3pp | 48.65%-43.7pp |
| Employer contribution / active EE | $669 | $1,357-50.7% | $5,501-87.8% | $2,182-69.3% |
| Participant deferral / active EE | $1,040 | $2,070-49.8% | $4,871-78.6% | $3,356-69.0% |
| Admin fee / account holder | $45 | $56-20.3% | $13,027-99.7% | $70-36.3% |