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 Filed as: FULTON BANK Service code 15 ONE PENN SQUARE, PO BOX 4887 · LANCASTER, PA 17604 | Recordkeeping | $78,781 |
Filed as: APPLIED FINANCE ADVISORS LLC Service code 28 17806 IH 10 · SAN ANTONIO, TX 78257 | Investment Management | $0 |
FEDERATED3 years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FULLER & THALER ASSET MANAGEMENT IN Service code 28 411 BOREL AVENUE SUITE 300 · SAN MATEO, CA 94402 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GQG PARTNERS LLC3 years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 641219009 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT2 years Filed as: LORD, ABBETT & CO LLC Service code 28 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $0 |
NATIONWIDE3 years Filed as: NATIONWIDE FUND ADVISORS Service code 28 NATIONWIDE ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $0 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,631 | $101,317-0.7% | $146,958-31.5% | $74,495+35.1% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 12.42% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $12,232 | $3,810+221.0% | $4,933+148.0% | $2,623+366.4% |
| Participant deferral / active EE | $11,113 | $7,303+52.2% | $8,070+37.7% | $4,346+155.7% |
| Admin fee / account holder | $368 | $1,739-78.8% | $12,998-97.2% | $1,942-81.0% |