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 | $69,704 |
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 | $69,635 | $52,884+31.7% | $84,750-17.8% | $55,167+26.2% |
| Participation rate | 95.3% | 67.5%+27.8pp | 76.6%+18.7pp | 69.0%+26.3pp |
| Annual return | 6.82% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $8,851 | $2,233+296.3% | $3,574+147.6% | $1,963+351.0% |
| Participant deferral / active EE | $1,859 | $2,644-29.7% | $3,712-49.9% | $3,054-39.1% |
| Admin fee / account holder | $303 | $581-47.8% | $5,332-94.3% | $504-39.9% |