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 ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $18,016 |
RKL LLP2+ years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 | Accounting | $9,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,398 | $46,072-27.5% | $70,014-52.3% | $55,167-39.5% |
| Participation rate | 63.1% | 67.5%-4.3pp | 71.8%-8.7pp | 69.0%-5.9pp |
| Annual return | 9.16% | 8.68%+0.5pp | 12.99%-3.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $206 | $1,500-86.2% | $2,338-91.2% | $1,963-89.5% |
| Participant deferral / active EE | $1,995 | $2,344-14.9% | $2,931-31.9% | $3,054-34.7% |
| Admin fee / account holder | $302 | $428-29.3% | $4,380-93.1% | $504-40.0% |