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 Service code 15 · EIN 23-1928421 | Recordkeeping | $204,293 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,149 | $60,545+17.5% | $92,233-22.9% | $69,631+2.2% |
| Participation rate | 90.2% | 72.2%+18.1pp | 76.5%+13.7pp | 70.7%+19.5pp |
| Annual return | 13.37% | 19.71%-6.3pp | 176.28%-162.9pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $5,942 | $2,633+125.6% | $3,679+61.5% | $2,032+192.4% |
| Participant deferral / active EE | $2,220 | $2,828-21.5% | $3,897-43.0% | $3,224-31.1% |
| Admin fee / account holder | $309 | $145+113.4% | $5,194-94.1% | $110+179.8% |