See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS9+ years Service code 15 · EIN 23-3037647 | Recordkeeping | $62,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,725 | $80,724+12.4% | $103,333-12.2% | $74,495+21.8% |
| Participation rate | 85.0% | 65.7%+19.3pp | 74.5%+10.5pp | 67.2%+17.8pp |
| Annual return | 27.91% | 27.56%+0.4pp | 24.88%+3.0pp | 1364.94%-1337.0pp |
| Employer contribution / active EE | $3,283 | $3,157+4.0% | $3,868-15.1% | $2,623+25.1% |
| Participant deferral / active EE | $3,868 | $3,860+0.2% | $5,057-23.5% | $4,346-11.0% |
| Admin fee / account holder | $400 | $2,368-83.1% | $8,355-95.2% | $1,942-79.4% |