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 ADVISORS5 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $62,298 |
Service code 10 · EIN 23-2327390 | Accounting | $8,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $51,484 | $42,353+21.6% | $79,550-35.3% | $64,808-20.6% |
| Participation rate | 35.5% | 64.8%-29.3pp | 69.5%-34.0pp | 71.5%-36.0pp |
| Annual return | -18.88% | -12.24%-6.6pp | 0.16%-19.0pp | 32.82%-51.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,326 | $3,170-26.6% | $3,985-41.6% | $4,310-46.0% |
| Admin fee / account holder | $361 | $160+126.3% | $6,832-94.7% | $188+92.3% |