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 ADVISORS4+ years Service code 15 · EIN 23-3037647 | Recordkeeping | $47,557 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,864 | $63,114-5.2% | $92,893-35.6% | $65,185-8.2% |
| Participation rate | 83.9% | 68.8%+15.1pp | 76.0%+7.9pp | 70.2%+13.7pp |
| Annual return | 3.25% | 28.75%-25.5pp | 109.41%-106.2pp | 29.38%-26.1pp |
| Employer contribution / active EE | $995 | $2,571-61.3% | $3,653-72.8% | $2,177-54.3% |
| Participant deferral / active EE | $1,976 | $3,108-36.4% | $4,236-53.4% | $3,514-43.8% |
| Admin fee / account holder | $239 | $624-61.7% | $5,794-95.9% | $847-71.8% |