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 Service code 15 · EIN 23-1928421 | Recordkeeping | $27,405 |
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 | $46,368 | $58,726-21.0% | $92,233-49.7% | $62,292-25.6% |
| Participation rate | 92.4% | 68.3%+24.0pp | 76.5%+15.9pp | 69.5%+22.9pp |
| Annual return | 17.99% | 43.62%-25.6pp | 176.28%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $533 | $2,392-77.7% | $3,679-85.5% | $2,042-73.9% |
| Participant deferral / active EE | $4,299 | $2,766+55.5% | $3,897+10.3% | $3,169+35.7% |
| Admin fee / account holder | $205 | $556-63.2% | $5,194-96.1% | $479-57.3% |