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 Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $54,386 |
Service code 10 · EIN 23-2327390 | Accounting | $7,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,646 | $40,174-11.3% | $84,015-57.6% | $67,579-47.3% |
| Participation rate | 48.3% | 62.7%-14.3pp | 69.0%-20.7pp | 71.3%-22.9pp |
| Annual return | 21.26% | 25.82%-4.6pp | 71.31%-50.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $53 | $808-93.5% | $1,983-97.3% | $2,148-97.5% |
| Participant deferral / active EE | $2,149 | $2,301-6.6% | $3,239-33.7% | $3,539-39.3% |
| Admin fee / account holder | $250 | $128+95.1% | $6,101-95.9% | $142+76.0% |