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 ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $46,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,885 | $61,616+18.3% | $105,722-31.1% | $55,167+32.1% |
| Participation rate | 77.3% | 72.9%+4.4pp | 78.9%-1.6pp | 69.0%+8.3pp |
| Annual return | 7.30% | 11.15%-3.8pp | 12.25%-4.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,210 | $3,043-60.2% | $4,079-70.3% | $1,963-38.3% |
| Participant deferral / active EE | $2,900 | $4,213-31.2% | $5,326-45.6% | $3,054-5.1% |
| Admin fee / account holder | $317 | $379-16.4% | $8,308-96.2% | $504-37.2% |