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 ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $139,950 |
WALZ GROUP2+ years Service code 10 · EIN 23-2489722 | Accounting | $17,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,729 | $47,648+79.9% | $130,648-34.4% | $67,579+26.9% |
| Participation rate | 92.6% | 60.4%+32.1pp | 71.7%+20.8pp | 71.3%+21.3pp |
| Annual return | 22.64% | 25.73%-3.1pp | 1708.96%-1686.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,815 | $1,408+28.9% | $4,092-55.6% | $2,148-15.5% |
| Participant deferral / active EE | $5,534 | $2,616+111.5% | $3,603+53.6% | $3,539+56.3% |
| Admin fee / account holder | $332 | $105+216.2% | $5,464-93.9% | $142+133.5% |