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 ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $21,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $42,663 | $50,464-15.5% | $75,781-43.7% | $52,331-18.5% |
| Participation rate | 69.6% | 66.8%+2.8pp | 75.8%-6.3pp | 68.1%+1.5pp |
| Annual return | -4.03% | 1.03%-5.1pp | 9.68%-13.7pp | 4.54%-8.6pp |
| Employer contribution / active EE | $548 | $1,988-72.4% | $3,323-83.5% | $1,882-70.9% |
| Participant deferral / active EE | $3,523 | $2,570+37.0% | $3,651-3.5% | $3,022+16.6% |
| Admin fee / account holder | $215 | $1,103-80.5% | $5,299-95.9% | $592-63.6% |