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 ADVISORS3 years Service code 15 · EIN 23-1928421 | Recordkeeping | $28,708 |
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 | $48,927 | $99,957-51.1% | $149,696-67.3% | $73,488-33.4% |
| Participation rate | 78.7% | 75.7%+3.0pp | 82.5%-3.8pp | 70.7%+8.0pp |
| Annual return | 33.48% | 53.87%-20.4pp | 276.60%-243.1pp | 28.51%+5.0pp |
| Employer contribution / active EE | $1,233 | $3,191-61.4% | $4,644-73.5% | $2,270-45.7% |
| Participant deferral / active EE | $3,694 | $6,073-39.2% | $6,842-46.0% | $3,740-1.2% |
| Admin fee / account holder | $182 | $551-66.9% | $9,309-98.0% | $513-64.5% |