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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $51,035 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,617 | $66,180+17.3% | $118,746-34.6% | $62,292+24.6% |
| Participation rate | 74.7% | 71.3%+3.4pp | 78.3%-3.6pp | 69.5%+5.2pp |
| Annual return | 15.68% | 60.89%-45.2pp | 24.54%-8.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,215 | $3,183-61.8% | $4,193-71.0% | $2,042-40.5% |
| Participant deferral / active EE | $2,854 | $4,247-32.8% | $5,332-46.5% | $3,169-10.0% |
| Admin fee / account holder | $327 | $753-56.6% | $10,720-96.9% | $479-31.8% |