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 ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $90,074 |
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 | $83,455 | $72,770+14.7% | $67,652+23.4% | $55,191+51.2% |
| Participation rate | 91.8% | 78.8%+13.0pp | 75.7%+16.1pp | 69.2%+22.6pp |
| Annual return | -0.23% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,792 | $1,769+1.3% | $2,266-20.9% | $1,899-5.6% |
| Participant deferral / active EE | $5,796 | $3,408+70.1% | $3,560+62.8% | $3,046+90.3% |
| Admin fee / account holder | $198 | $79+151.6% | $4,821-95.9% | $91+118.4% |