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 Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $30,064 |
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 | $28,783 | $52,293-45.0% | $178,490-83.9% | $73,409-60.8% |
| Participation rate | 69.4% | 65.3%+4.1pp | 81.9%-12.5pp | 72.2%-2.7pp |
| Annual return | 13.70% | 34.75%-21.0pp | 151.07%-137.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,097 | $1,735-36.8% | $5,011-78.1% | $2,234-50.9% |
| Participant deferral / active EE | $1,781 | $2,332-23.6% | $5,202-65.8% | $3,805-53.2% |
| Admin fee / account holder | $132 | $127+3.5% | $13,984-99.1% | $158-16.5% |