Filed May 28, 2025
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 | $26,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,374 | $46,732-24.3% | $156,549-77.4% | $55,167-35.9% |
| Participation rate | 63.1% | 65.8%-2.7pp | 84.0%-20.9pp | 69.0%-5.9pp |
| Annual return | 8.41% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,027 | $2,105-51.2% | $5,501-81.3% | $1,963-47.7% |
| Participant deferral / active EE | $1,721 | $2,204-21.9% | $4,871-64.7% | $3,054-43.6% |
| Admin fee / account holder | $78 | $418-81.4% | $13,027-99.4% | $504-84.6% |