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 10-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 |
|---|---|---|
PRUDENT FIDUCIARY SERVICES, LLC2+ years Filed as: PRUDENT STREET FIN ADV LLC Service code 27 2000 GLEN ECHO RD · NASHVILLE, TN 37215 | Advisory (Plan) | $46,222 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,182 | $63,924+73.9% | $108,579+2.4% | $55,167+101.5% |
| Participation rate | 86.4% | 74.3%+12.1pp | 79.6%+6.9pp | 69.0%+17.4pp |
| Annual return | 6.22% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $4,121 | $1,879+119.3% | $3,758+9.7% | $1,963+110.0% |
| Participant deferral / active EE | $5,801 | $3,067+89.1% | $4,311+34.6% | $3,054+89.9% |
| Admin fee / account holder | $303 | $618-51.0% | $7,645-96.0% | $504-39.9% |