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 | $23,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,025 | $52,884-5.4% | $84,750-41.0% | $55,167-9.3% |
| Participation rate | 65.5% | 67.5%-2.0pp | 76.6%-11.0pp | 69.0%-3.4pp |
| Annual return | 12.58% | 18.03%-5.5pp | 22.78%-10.2pp | 169.23%-156.6pp |
| Employer contribution / active EE | $505 | $2,233-77.4% | $3,574-85.9% | $1,963-74.3% |
| Participant deferral / active EE | $3,772 | $2,644+42.7% | $3,712+1.6% | $3,054+23.5% |
| Admin fee / account holder | $225 | $581-61.3% | $5,332-95.8% | $504-55.4% |