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 ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $136,443 |
WALZ GROUP1+ years Service code 10 · EIN 23-2489722 | Accounting | $17,000 |
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 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 | $79,671 | $39,898+99.7% | $121,196-34.3% | $55,725+43.0% |
| Participation rate | 84.9% | 61.2%+23.6pp | 71.7%+13.1pp | 70.9%+14.0pp |
| Annual return | -6.56% | -0.96%-5.6pp | 16.93%-23.5pp | 244.93%-251.5pp |
| Employer contribution / active EE | $978 | $1,295-24.5% | $4,022-75.7% | $2,078-52.9% |
| Participant deferral / active EE | $4,121 | $2,439+69.0% | $3,344+23.2% | $3,356+22.8% |
| Admin fee / account holder | $363 | $95+281.4% | $5,019-92.8% | $115+214.9% |