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 ADVISORS6 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $59,617 |
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 | $85,268 | $76,050+12.1% | $96,544-11.7% | $71,457+19.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 17.64% | 22.81%-5.2pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,363 | $2,244+49.9% | $2,965+13.4% | $2,588+30.0% |
| Participant deferral / active EE | $4,734 | $4,215+12.3% | $4,851-2.4% | $4,289+10.4% |
| Admin fee / account holder | $361 | $2,707-86.7% | $8,252-95.6% | $1,587-77.2% |