See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS7 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $62,188 |
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 | $84,550 | $79,171+6.8% | $102,423-17.5% | $74,495+13.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.23% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,823 | $2,362+61.8% | $3,023+26.4% | $2,623+45.7% |
| Participant deferral / active EE | $4,949 | $4,415+12.1% | $5,053-2.0% | $4,346+13.9% |
| Admin fee / account holder | $344 | $2,001-82.8% | $9,451-96.4% | $1,942-82.3% |