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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $166,172 |
WALZ GROUP3+ years Service code 10 · EIN 23-2489722 | Accounting | $17,900 |
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 | $89,744 | $54,121+65.8% | $134,143-33.1% | $73,409+22.3% |
| Participation rate | 95.6% | 64.4%+31.3pp | 72.2%+23.5pp | 72.2%+23.5pp |
| Annual return | 32.70% | -312.52%+345.2pp | 36.33%-3.6pp | 59.29%-26.6pp |
| Employer contribution / active EE | $1,313 | $1,402-6.3% | $3,704-64.5% | $2,234-41.2% |
| Participant deferral / active EE | $4,137 | $2,844+45.4% | $3,499+18.2% | $3,805+8.7% |
| Admin fee / account holder | $307 | $132+132.2% | $6,684-95.4% | $158+94.6% |