See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4+ years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $36,863 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,526 | $64,119-22.8% | $112,228-55.9% | $66,914-26.0% |
| Participation rate | 83.2% | 68.5%+14.7pp | 75.1%+8.1pp | 69.8%+13.4pp |
| Annual return | -17.34% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $7,540 | $3,005+150.9% | $3,635+107.4% | $2,544+196.4% |
| Participant deferral / active EE | $3,336 | $3,693-9.7% | $4,728-29.4% | $4,237-21.3% |
| Admin fee / account holder | $263 | $625-57.9% | $6,410-95.9% | $593-55.6% |