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 Service code 15 · EIN 23-3037647 | Recordkeeping | $56,526 |
CALVERT3 years Filed as: CALVERT RESEARCH AND Service code 28 4550 MONTGOMERY AVE. SUITE 1000N. · BETHESDA, MD 20814 | Investment Management | $0 |
CALVERT3 years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 | Investment Management | $0 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET , L.P. Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 PO BOX 55824 · BOSTON, MA 02205 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,660 | $73,638-10.8% | $95,952-31.6% | $73,488-10.7% |
| Participation rate | 87.8% | 76.2%+11.6pp | 77.1%+10.7pp | 70.7%+17.1pp |
| Annual return | 15.74% | 16.78%-1.0pp | 91.61%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $951 | $1,863-48.9% | $2,541-62.6% | $2,270-58.1% |
| Participant deferral / active EE | $3,574 | $3,617-1.2% | $4,167-14.2% | $3,740-4.4% |
| Admin fee / account holder | $301 | $482-37.6% | $6,795-95.6% | $513-41.4% |