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 |
|---|---|---|
Filed as: FULTON BANK N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $52,932 |
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 | $90,019 | $58,926+52.8% | $97,226-7.4% | $74,495+20.8% |
| Participation rate | 92.4% | 63.5%+28.9pp | 72.7%+19.7pp | 67.2%+25.2pp |
| Annual return | 12.52% | 16.04%-3.5pp | 75.13%-62.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,137 | $1,894+12.8% | $2,729-21.7% | $2,623-18.5% |
| Participant deferral / active EE | $7,801 | $3,664+112.9% | $4,264+83.0% | $4,346+79.5% |
| Admin fee / account holder | $348 | $1,974-82.4% | $5,654-93.9% | $1,942-82.1% |