See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6 years Service code 15 · EIN 23-1928421 | Recordkeeping | $49,256 |
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 | $41,587 | $49,451-15.9% | $79,550-47.7% | $66,914-37.9% |
| Participation rate | 83.8% | 61.3%+22.4pp | 69.5%+14.3pp | 69.8%+14.0pp |
| Annual return | -21.56% | 84.25%-105.8pp | 0.16%-21.7pp | 1.58%-23.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,324 | $3,159+5.2% | $3,985-16.6% | $4,237-21.6% |
| Admin fee / account holder | $362 | $595-39.1% | $6,832-94.7% | $593-39.0% |