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 ADVISORS4 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $63,869 |
Service code 10 · EIN 23-2327390 | Accounting | $8,250 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,176 | $50,956+6.3% | $96,562-43.9% | $86,799-37.6% |
| Participation rate | 42.3% | 65.2%-23.0pp | 69.8%-27.6pp | 72.3%-30.0pp |
| Annual return | 14.66% | 21.27%-6.6pp | 37.78%-23.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $76 | $1,111-93.1% | $2,356-96.8% | $2,405-96.8% |
| Participant deferral / active EE | $2,316 | $2,954-21.6% | $3,849-39.8% | $4,131-43.9% |
| Admin fee / account holder | $323 | $166+94.8% | $6,181-94.8% | $170+90.7% |