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 Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $63,862 |
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 | $159,803 | $93,571+70.8% | $135,903+17.6% | $75,163+112.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.61% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,632 | $3,537+59.3% | $4,856+16.0% | $2,670+111.0% |
| Participant deferral / active EE | $8,837 | $6,404+38.0% | $7,758+13.9% | $4,125+114.2% |
| Admin fee / account holder | $335 | $6,975-95.2% | $10,762-96.9% | $5,651-94.1% |