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 ADVISORS3+ years Service code 15 · EIN 23-3037647 | Recordkeeping | $48,533 |
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 | $64,946 | $55,449+17.1% | $83,848-22.5% | $56,287+15.4% |
| Participation rate | 79.4% | 68.0%+11.4pp | 76.1%+3.3pp | 69.9%+9.6pp |
| Annual return | 10.46% | -1.38%+11.8pp | 850.88%-840.4pp | -9.96%+20.4pp |
| Employer contribution / active EE | $929 | $2,430-61.8% | $3,631-74.4% | $2,111-56.0% |
| Participant deferral / active EE | $1,842 | $2,935-37.3% | $4,082-54.9% | $3,350-45.0% |
| Admin fee / account holder | $290 | $656-55.8% | $5,478-94.7% | $521-44.4% |