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 ADVISORS3 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $70,387 |
Filed as: BELFINT, LYONS & SHUMAN, P.A Service code 10 · EIN 51-0232399 | Accounting | $15,000 |
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 | $190,968 | $102,317+86.6% | $146,958+29.9% | $80,856+136.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 13.03% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $6,551 | $3,713+76.4% | $4,933+32.8% | $2,755+137.8% |
| Participant deferral / active EE | $9,629 | $6,644+44.9% | $8,070+19.3% | $4,296+124.1% |
| Admin fee / account holder | $530 | $7,941-93.3% | $12,998-95.9% | $6,918-92.3% |