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 Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $60,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,122 | $59,263+25.1% | $96,562-23.2% | $79,386-6.6% |
| Participation rate | 82.1% | 61.9%+20.2pp | 69.8%+12.3pp | 70.7%+11.4pp |
| Annual return | 15.63% | 27.07%-11.4pp | 37.78%-22.2pp | 116.85%-101.2pp |
| Employer contribution / active EE | $789 | $1,216-35.1% | $2,356-66.5% | $2,427-67.5% |
| Participant deferral / active EE | $3,608 | $2,948+22.4% | $3,849-6.3% | $4,046-10.8% |
| Admin fee / account holder | $271 | $658-58.8% | $6,181-95.6% | $626-56.7% |