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 ADVISORS5+ years Service code 15 · EIN 23-3037647 | Recordkeeping | $50,065 |
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 | $66,375 | $69,362-4.3% | $101,248-34.4% | $73,488-9.7% |
| Participation rate | 82.4% | 68.4%+14.0pp | 75.8%+6.6pp | 70.7%+11.8pp |
| Annual return | 11.65% | 18.46%-6.8pp | 46.47%-34.8pp | 28.51%-16.9pp |
| Employer contribution / active EE | $911 | $2,628-65.3% | $3,660-75.1% | $2,270-59.8% |
| Participant deferral / active EE | $2,081 | $3,300-36.9% | $4,370-52.4% | $3,740-44.3% |
| Admin fee / account holder | $250 | $704-64.5% | $5,945-95.8% | $513-51.3% |