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 ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $287,722 |
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 | $40,896 | $55,449-26.2% | $83,848-51.2% | $56,287-27.3% |
| Participation rate | 92.3% | 68.0%+24.3pp | 76.1%+16.2pp | 69.9%+22.5pp |
| Annual return | -4.87% | -1.38%-3.5pp | 850.88%-855.7pp | -9.96%+5.1pp |
| Employer contribution / active EE | $747 | $2,430-69.3% | $3,631-79.4% | $2,111-64.6% |
| Participant deferral / active EE | $5,508 | $2,935+87.7% | $4,082+35.0% | $3,350+64.4% |
| Admin fee / account holder | $192 | $656-70.8% | $5,478-96.5% | $521-63.2% |