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 ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $27,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $67,374 | $55,449+21.5% | $83,848-19.6% | $56,287+19.7% |
| Participation rate | 61.8% | 68.0%-6.2pp | 76.1%-14.3pp | 69.9%-8.0pp |
| Annual return | -2.73% | -1.38%-1.3pp | 850.88%-853.6pp | -9.96%+7.2pp |
| Employer contribution / active EE | $282 | $2,430-88.4% | $3,631-92.2% | $2,111-86.7% |
| Participant deferral / active EE | $1,935 | $2,935-34.1% | $4,082-52.6% | $3,350-42.2% |
| Admin fee / account holder | $358 | $656-45.5% | $5,478-93.5% | $521-31.3% |