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 ADVISORS2+ years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $23,638 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,267 | $50,106-65.5% | $70,014-75.3% | $57,658-70.1% |
| Participation rate | 54.3% | 70.9%-16.6pp | 71.8%-17.5pp | 70.2%-16.0pp |
| Annual return | 7.20% | 14.58%-7.4pp | 12.99%-5.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $194 | $1,739-88.8% | $2,338-91.7% | $1,974-90.2% |
| Participant deferral / active EE | $985 | $2,486-60.4% | $2,931-66.4% | $3,061-67.8% |
| Admin fee / account holder | $118 | $89+32.3% | $4,380-97.3% | $95+24.8% |