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 10-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 23-3037647 | Recordkeeping | $47,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,741 | $52,884+16.7% | $84,750-27.1% | $55,167+11.9% |
| Participation rate | 76.9% | 67.5%+9.3pp | 76.6%+0.3pp | 69.0%+7.9pp |
| Annual return | 9.92% | 18.03%-8.1pp | 22.78%-12.9pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,489 | $2,233-33.3% | $3,574-58.3% | $1,963-24.1% |
| Participant deferral / active EE | $1,431 | $2,644-45.9% | $3,712-61.5% | $3,054-53.2% |
| Admin fee / account holder | $313 | $581-46.1% | $5,332-94.1% | $504-37.8% |