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 ADVISORS7+ years Service code 15 · EIN 23-3037647 | Recordkeeping | $58,378 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,534 | $64,119-0.9% | $112,228-43.4% | $66,914-5.1% |
| Participation rate | 83.6% | 68.5%+15.1pp | 75.1%+8.5pp | 69.8%+13.8pp |
| Annual return | -18.89% | -13.81%-5.1pp | 27.45%-46.3pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,507 | $3,005-49.8% | $3,635-58.5% | $2,544-40.8% |
| Participant deferral / active EE | $3,412 | $3,693-7.6% | $4,728-27.8% | $4,237-19.5% |
| Admin fee / account holder | $291 | $625-53.4% | $6,410-95.5% | $593-50.9% |