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 ADVISORS5 years Service code 15 · EIN 23-1928421 | Recordkeeping | $182,869 |
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 | $96,385 | $91,517+5.3% | $101,248-4.8% | $73,409+31.3% |
| Participation rate | 90.9% | 73.8%+17.1pp | 75.8%+15.1pp | 72.2%+18.8pp |
| Annual return | 12.97% | 17.17%-4.2pp | 46.47%-33.5pp | 59.29%-46.3pp |
| Employer contribution / active EE | $2,259 | $2,877-21.5% | $3,660-38.3% | $2,234+1.1% |
| Participant deferral / active EE | $4,475 | $3,338+34.0% | $4,370+2.4% | $3,805+17.6% |
| Admin fee / account holder | $290 | $216+34.3% | $5,945-95.1% | $158+83.7% |