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 Filed as: FULTON BANK N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $18,608 |
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.
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 | $55,546 | $55,636-0.2% | $81,983-32.2% | $73,488-24.4% |
| Participation rate | 34.6% | 62.3%-27.7pp | 69.2%-34.7pp | 70.7%-36.1pp |
| Annual return | 20.31% | 19.07%+1.2pp | 41.31%-21.0pp | 28.51%-8.2pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $803 | $2,762-70.9% | $3,722-78.4% | $3,740-78.5% |
| Admin fee / account holder | $351 | $493-28.7% | $5,664-93.8% | $513-31.6% |