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 Service code 15 · EIN 23-1928421 | Recordkeeping | $48,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,378 | $84,487-43.9% | $125,339-62.2% | $66,914-29.2% |
| Participation rate | 76.0% | 76.4%-0.4pp | 82.4%-6.4pp | 69.8%+6.2pp |
| Annual return | -17.95% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,374 | $3,553-61.3% | $4,814-71.5% | $2,544-46.0% |
| Participant deferral / active EE | $4,226 | $6,781-37.7% | $7,446-43.3% | $4,237-0.3% |
| Admin fee / account holder | $218 | $685-68.2% | $10,010-97.8% | $593-63.3% |