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 Service code 15 · EIN 23-1928421 | Recordkeeping | $25,339 |
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 | $37,269 | $89,652-58.4% | $141,162-73.6% | $65,185-42.8% |
| Participation rate | 81.0% | 74.7%+6.3pp | 82.5%-1.5pp | 70.2%+10.8pp |
| Annual return | 23.75% | 32.79%-9.0pp | 71.39%-47.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,225 | $3,065-60.0% | $4,735-74.1% | $2,177-43.7% |
| Participant deferral / active EE | $4,018 | $5,691-29.4% | $6,709-40.1% | $3,514+14.3% |
| Admin fee / account holder | $174 | $569-69.5% | $10,261-98.3% | $847-79.5% |