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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.
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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 ADVISORS7 years Service code 15 · EIN 23-1928421 | Recordkeeping | $48,388 |
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 | $51,849 | $54,701-5.2% | $86,188-39.8% | $71,457-27.4% |
| Participation rate | 84.8% | 60.1%+24.7pp | 69.0%+15.8pp | 67.9%+16.9pp |
| Annual return | 19.00% | 20.06%-1.1pp | 1168.45%-1149.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,280 | $3,108+5.5% | $3,985-17.7% | $4,289-23.5% |
| Admin fee / account holder | $356 | $1,922-81.5% | $6,852-94.8% | $1,587-77.6% |