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 | $78,524 |
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 | $88,094 | $58,726+50.0% | $92,233-4.5% | $62,292+41.4% |
| Participation rate | 94.8% | 68.3%+26.5pp | 76.5%+18.3pp | 69.5%+25.3pp |
| Annual return | 16.12% | 43.62%-27.5pp | 176.28%-160.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $6,772 | $2,392+183.1% | $3,679+84.1% | $2,042+231.6% |
| Participant deferral / active EE | $2,374 | $2,766-14.2% | $3,897-39.1% | $3,169-25.1% |
| Admin fee / account holder | $365 | $556-34.4% | $5,194-93.0% | $479-23.8% |