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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $145,942 |
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 | $20,318 | $45,382-55.2% | $154,107-86.8% | $75,289-73.0% |
| Participation rate | 91.1% | 65.9%+25.2pp | 83.0%+8.0pp | 72.4%+18.6pp |
| Annual return | 8.26% | -0.47%+8.7pp | 735.12%-726.9pp | -0.04%+8.3pp |
| Employer contribution / active EE | $796 | $1,533-48.0% | $5,298-85.0% | $2,405-66.9% |
| Participant deferral / active EE | $1,216 | $2,384-49.0% | $5,081-76.1% | $3,739-67.5% |
| Admin fee / account holder | $50 | $89-44.3% | $13,411-99.6% | $102-51.4% |