See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS8+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $44,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,341 | $64,119-26.2% | $112,228-57.8% | $66,914-29.3% |
| Participation rate | 91.0% | 68.5%+22.5pp | 75.1%+15.9pp | 69.8%+21.2pp |
| Annual return | -17.79% | -13.81%-4.0pp | 27.45%-45.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,174 | $3,005-60.9% | $3,635-67.7% | $2,544-53.9% |
| Participant deferral / active EE | $5,044 | $3,693+36.6% | $4,728+6.7% | $4,237+19.0% |
| Admin fee / account holder | $194 | $625-69.0% | $6,410-97.0% | $593-67.4% |