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 ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $93,493 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,537 | $63,905+40.1% | $74,183+20.7% | $57,658+55.3% |
| Participation rate | 85.9% | 79.8%+6.2pp | 76.6%+9.3pp | 70.2%+15.7pp |
| Annual return | 8.94% | 60.60%-51.7pp | 17.74%-8.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,724 | $1,840-6.3% | $2,370-27.3% | $1,974-12.7% |
| Participant deferral / active EE | $5,318 | $3,448+54.2% | $3,550+49.8% | $3,061+73.7% |
| Admin fee / account holder | $203 | $91+123.2% | $5,586-96.4% | $95+115.0% |