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 Service code 15 · EIN 23-1928421 | Recordkeeping | $218,991 |
WALZ GROUP5+ years Service code 10 · EIN 23-2489722 | Accounting | $19,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,292 | $47,898+46.8% | $117,472-40.2% | $64,808+8.5% |
| Participation rate | 96.0% | 61.9%+34.1pp | 70.6%+25.4pp | 71.5%+24.6pp |
| Annual return | -6.29% | -15.54%+9.2pp | 29.74%-36.0pp | 32.82%-39.1pp |
| Employer contribution / active EE | $1,815 | $1,774+2.3% | $4,176-56.5% | $2,506-27.6% |
| Participant deferral / active EE | $6,065 | $3,151+92.5% | $4,070+49.0% | $4,310+40.7% |
| Admin fee / account holder | $223 | $132+69.2% | $5,645-96.0% | $188+18.7% |