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 ADVISORS8 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $55,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,973 | $66,098+21.0% | $101,794-21.4% | $74,304+7.6% |
| Participation rate | 72.4% | 53.8%+18.6pp | 69.2%+3.2pp | 60.3%+12.0pp |
| Annual return | 14.35% | 19.59%-5.2pp | 30.53%-16.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,093 | $1,082+1.0% | $2,289-52.3% | $2,241-51.3% |
| Participant deferral / active EE | $3,938 | $2,781+41.6% | $4,084-3.6% | $3,767+4.5% |
| Admin fee / account holder | $339 | $4,146-91.8% | $8,777-96.1% | $2,969-88.6% |