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 ADVISORS6+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $35,589 |
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 | $57,019 | $69,362-17.8% | $101,248-43.7% | $73,488-22.4% |
| Participation rate | 86.3% | 68.4%+17.9pp | 75.8%+10.5pp | 70.7%+15.6pp |
| Annual return | 18.27% | 18.46%-0.2pp | 46.47%-28.2pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,974 | $2,628-24.9% | $3,660-46.1% | $2,270-13.0% |
| Participant deferral / active EE | $5,092 | $3,300+54.3% | $4,370+16.5% | $3,740+36.2% |
| Admin fee / account holder | $187 | $704-73.4% | $5,945-96.8% | $513-63.5% |