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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $105,751 |
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 | $101,301 | $69,305+46.2% | $82,313+23.1% | $69,631+45.5% |
| Participation rate | 90.5% | 80.3%+10.2pp | 76.9%+13.6pp | 70.7%+19.8pp |
| Annual return | 19.31% | 21.47%-2.2pp | 25.88%-6.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $1,804 | $1,887-4.4% | $2,428-25.7% | $2,032-11.2% |
| Participant deferral / active EE | $5,344 | $3,568+49.7% | $3,706+44.2% | $3,224+65.8% |
| Admin fee / account holder | $217 | $97+122.9% | $5,608-96.1% | $110+96.2% |