See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS7+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $284,366 |
WALZ GROUP7+ years Service code 10 · EIN 23-2489722 | Accounting | $22,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,144 | $62,544+26.5% | $129,207-38.7% | $199,593-60.3% |
| Participation rate | 90.2% | 56.8%+33.4pp | 69.6%+20.6pp | 72.0%+18.2pp |
| Annual return | 14.21% | 16.95%-2.7pp | 9417.33%-9403.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,786 | $2,394-25.4% | $4,153-57.0% | $3,034-41.1% |
| Participant deferral / active EE | $5,899 | $3,123+88.9% | $4,168+41.5% | $5,087+16.0% |
| Admin fee / account holder | $211 | $167+26.4% | $7,715-97.3% | $269-21.5% |