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 ADVISORS4 years Service code 15 · EIN 23-1928421 | Recordkeeping | $71,440 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN PLUS Service code 10 · EIN 26-1644159 | Accounting | $13,540 |
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 | $163,589 | $62,409+162.1% | $120,368+35.9% | $74,546+119.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 14.03% | 18.62%-4.6pp | 107.26%-93.2pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $9,556 | $1,847+417.5% | $3,465+175.8% | $2,624+264.1% |
| Participant deferral / active EE | $3,731 | $2,888+29.2% | $4,991-25.3% | $4,347-14.2% |
| Admin fee / account holder | $541 | $2,394-77.4% | $9,429-94.3% | $1,944-72.1% |