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 ADVISORS8+ years Service code 15 · EIN 23-3037647 | Recordkeeping | $60,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,160 | $76,670-4.6% | $96,683-24.3% | $71,457+2.4% |
| Participation rate | 90.4% | 66.6%+23.8pp | 74.3%+16.0pp | 67.9%+22.4pp |
| Annual return | 17.57% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,299 | $3,031-24.1% | $3,737-38.5% | $2,588-11.1% |
| Participant deferral / active EE | $4,264 | $3,771+13.1% | $4,878-12.6% | $4,289-0.6% |
| Admin fee / account holder | $281 | $2,028-86.2% | $6,730-95.8% | $1,587-82.3% |