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 | $18,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,506 | $65,557-73.3% | $105,738-83.4% | $56,287-68.9% |
| Participation rate | 46.9% | 63.4%-16.5pp | 76.3%-29.5pp | 69.9%-23.0pp |
| Annual return | -8.08% | -1.32%-6.8pp | 6.27%-14.4pp | -9.96%+1.9pp |
| Employer contribution / active EE | $916 | $1,788-48.8% | $3,268-72.0% | $2,111-56.6% |
| Participant deferral / active EE | $1,698 | $2,418-29.8% | $4,080-58.4% | $3,350-49.3% |
| Admin fee / account holder | $178 | $561-68.4% | $6,913-97.4% | $521-65.9% |