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 | $56,134 |
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 | $100,472 | $65,376+53.7% | $87,100+15.4% | $65,185+54.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.37% | 31.27%-7.9pp | 28.19%-4.8pp | 29.38%-6.0pp |
| Employer contribution / active EE | $3,314 | $1,822+81.8% | $2,521+31.4% | $2,177+52.2% |
| Participant deferral / active EE | $4,120 | $3,388+21.6% | $4,049+1.8% | $3,514+17.3% |
| Admin fee / account holder | $239 | $520-53.9% | $7,497-96.8% | $847-71.7% |