See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 ADVISORS7+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $200,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,815 | $45,000-38.2% | $143,757-80.7% | $77,904-64.3% |
| Participation rate | 95.0% | 66.8%+28.2pp | 80.3%+14.7pp | 73.7%+21.3pp |
| Annual return | -14.00% | 29.03%-43.0pp | -0.04%-14.0pp | 12.21%-26.2pp |
| Employer contribution / active EE | $1,498 | $1,870-19.9% | $4,951-69.7% | $2,848-47.4% |
| Participant deferral / active EE | $2,311 | $3,157-26.8% | $5,637-59.0% | $4,806-51.9% |
| Admin fee / account holder | $126 | $98+28.1% | $14,673-99.1% | $133-4.8% |