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 ADVISORS2+ years Service code 15 · EIN 23-3037647 | Recordkeeping | $45,281 |
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 | $66,483 | $58,726+13.2% | $92,233-27.9% | $62,292+6.7% |
| Participation rate | 70.3% | 68.3%+1.9pp | 76.5%-6.2pp | 69.5%+0.8pp |
| Annual return | 13.99% | 43.62%-29.6pp | 176.28%-162.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,174 | $2,392-50.9% | $3,679-68.1% | $2,042-42.5% |
| Participant deferral / active EE | $1,288 | $2,766-53.4% | $3,897-67.0% | $3,169-59.4% |
| Admin fee / account holder | $286 | $556-48.5% | $5,194-94.5% | $479-40.3% |