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 ADVISORS7 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $64,429 |
Service code 10 · EIN 23-2327390 | Accounting | $10,500 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,282 | $54,193+13.1% | $93,606-34.5% | $77,643-21.1% |
| Participation rate | 33.2% | 63.9%-30.7pp | 68.7%-35.5pp | 70.6%-37.4pp |
| Annual return | 16.55% | 30.54%-14.0pp | 133.20%-116.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $75 | $1,168-93.6% | $2,420-96.9% | $2,726-97.3% |
| Participant deferral / active EE | $2,218 | $3,144-29.4% | $4,411-49.7% | $4,647-52.3% |
| Admin fee / account holder | $338 | $576-41.4% | $8,285-95.9% | $430-21.6% |