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 |
|---|---|---|
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $53,631 |
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 | $80,667 | $62,586+28.9% | $76,768+5.1% | $64,186+25.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.53% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,387 | $1,832+84.9% | $2,485+36.3% | $2,381+42.3% |
| Participant deferral / active EE | $3,906 | $3,145+24.2% | $3,852+1.4% | $3,470+12.6% |
| Admin fee / account holder | $224 | $4,667-95.2% | $6,675-96.6% | $4,888-95.4% |