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 ADVISORS5 years Service code 15 · EIN 23-1928421 | Recordkeeping | $70,949 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN PLUS Service code 10 · EIN 26-1644159 | Accounting | $12,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,081 | $68,914+167.1% | $136,749+34.6% | $74,304+147.7% |
| Participation rate | 97.0% | 51.3%+45.6pp | 72.1%+24.9pp | 60.3%+36.6pp |
| Annual return | 13.01% | 16.34%-3.3pp | 24.33%-11.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $11,362 | $1,561+627.7% | $3,400+234.2% | $2,241+407.0% |
| Participant deferral / active EE | $4,308 | $2,541+69.5% | $4,692-8.2% | $3,767+14.4% |
| Admin fee / account holder | $540 | $3,149-82.9% | $11,386-95.3% | $2,969-81.8% |