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 ADVISORS3+ years Filed as: FULTON BANK N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $18,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,541 | $42,396-18.5% | $67,313-48.7% | $56,287-38.6% |
| Participation rate | 27.9% | 61.0%-33.1pp | 69.1%-41.2pp | 69.9%-41.9pp |
| Annual return | -4.77% | -36.63%+31.9pp | -4.08%-0.7pp | -9.96%+5.2pp |
| Employer contribution / active EE | $272 | $1,414-80.8% | $2,566-89.4% | $2,111-87.1% |
| Participant deferral / active EE | $529 | $2,360-77.6% | $3,568-85.2% | $3,350-84.2% |
| Admin fee / account holder | $294 | $510-42.3% | $4,507-93.5% | $521-43.5% |