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 ADVISORS6+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $18,244 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,451 | $69,362-10.0% | $101,248-38.3% | $73,488-15.0% |
| Participation rate | 58.5% | 68.4%-9.9pp | 75.8%-17.3pp | 70.7%-12.2pp |
| Annual return | 9.88% | 18.46%-8.6pp | 46.47%-36.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $328 | $2,628-87.5% | $3,660-91.0% | $2,270-85.5% |
| Participant deferral / active EE | $2,370 | $3,300-28.2% | $4,370-45.8% | $3,740-36.6% |
| Admin fee / account holder | $240 | $704-65.9% | $5,945-96.0% | $513-53.3% |