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 10-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 ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $30,176 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,880 | $28,109+45.4% | $71,086-42.5% | $56,287-27.4% |
| Participation rate | 45.0% | 40.4%+4.6pp | 54.7%-9.6pp | 69.9%-24.8pp |
| Annual return | -6.56% | -615.05%+608.5pp | 650.59%-657.2pp | -9.96%+3.4pp |
| Employer contribution / active EE | $97 | $558-82.7% | $1,088-91.1% | $2,111-95.4% |
| Participant deferral / active EE | $986 | $1,116-11.7% | $1,874-47.4% | $3,350-70.6% |
| Admin fee / account holder | $132 | $585-77.4% | $3,082-95.7% | $521-74.6% |