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 ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $66,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,792 | $50,464+24.4% | $75,781-17.1% | $52,331+20.0% |
| Participation rate | 92.3% | 66.8%+25.5pp | 75.8%+16.5pp | 68.1%+24.2pp |
| Annual return | -0.63% | 1.03%-1.7pp | 9.68%-10.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $7,261 | $1,988+265.2% | $3,323+118.5% | $1,882+285.9% |
| Participant deferral / active EE | $1,987 | $2,570-22.7% | $3,651-45.6% | $3,022-34.3% |
| Admin fee / account holder | $302 | $1,103-72.6% | $5,299-94.3% | $592-49.0% |