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 ADVISORS5+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $84,681 |
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 | $24,682 | $56,095-56.0% | $178,490-86.2% | $90,288-72.7% |
| Participation rate | 96.0% | 65.6%+30.5pp | 81.9%+14.1pp | 73.4%+22.7pp |
| Annual return | 18.56% | 28.81%-10.2pp | 151.07%-132.5pp | 53.97%-35.4pp |
| Employer contribution / active EE | $610 | $1,572-61.2% | $5,011-87.8% | $2,524-75.8% |
| Participant deferral / active EE | $898 | $2,669-66.4% | $5,202-82.7% | $4,232-78.8% |
| Admin fee / account holder | $50 | $101-50.0% | $13,984-99.6% | $114-55.9% |