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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $33,224 |
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 | $42,968 | $55,453-22.5% | $170,442-74.8% | $62,292-31.0% |
| Participation rate | 60.4% | 66.4%-6.0pp | 83.6%-23.2pp | 69.5%-9.2pp |
| Annual return | 17.47% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $975 | $2,164-54.9% | $5,433-82.1% | $2,042-52.3% |
| Participant deferral / active EE | $1,676 | $2,303-27.2% | $4,939-66.1% | $3,169-47.1% |
| Admin fee / account holder | $152 | $455-66.5% | $13,880-98.9% | $479-68.2% |