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 ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $18,546 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $17,931 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $6,700 |
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 | $53,286 | $107,378-50.4% | $108,579-50.9% | $57,658-7.6% |
| Participation rate | 96.4% | 77.1%+19.3pp | 79.6%+16.8pp | 70.2%+26.1pp |
| Annual return | 10.63% | 12.80%-2.2pp | -51.70%+62.3pp | 5.13%+5.5pp |
| Employer contribution / active EE | $1,536 | $1,782-13.8% | $3,758-59.1% | $1,974-22.2% |
| Participant deferral / active EE | $2,873 | $3,221-10.8% | $4,311-33.4% | $3,061-6.1% |
| Admin fee / account holder | $107 | $108-0.9% | $7,645-98.6% | $95+13.7% |