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 9-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 Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $124,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,642 | $89,465-24.4% | $164,866-59.0% | $77,671-12.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 14.68% | 28.81%-14.1pp | 69.97%-55.3pp | 31.21%-16.5pp |
| Employer contribution / active EE | $2,081 | $2,568-19.0% | $4,343-52.1% | $2,726-23.7% |
| Participant deferral / active EE | $4,882 | $4,897-0.3% | $6,033-19.1% | $4,648+5.0% |
| Admin fee / account holder | $234 | $340-31.2% | $12,689-98.2% | $430-45.7% |