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 7-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 ADVISORS5 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $73,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,669 | $73,360-20.0% | $177,989-67.0% | $74,495-21.2% |
| Participation rate | 87.9% | 66.6%+21.3pp | 77.1%+10.8pp | 67.2%+20.7pp |
| Annual return | 14.17% | 17.49%-3.3pp | 294.48%-280.3pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,665 | $2,216-24.9% | $3,949-57.8% | $2,623-36.5% |
| Participant deferral / active EE | $3,414 | $4,513-24.4% | $6,276-45.6% | $4,346-21.4% |
| Admin fee / account holder | $336 | $1,808-81.4% | $10,363-96.8% | $1,942-82.7% |