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 |
|---|---|---|
PRUDENT FIDUCIARY SERVICES, LLC6+ years Filed as: PRUDENT STREET FIN ADV LLC Service code 27 2000 GLEN ECHO RD · NASHVILLE, TN 37215 | Advisory (Plan) | $76,145 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,874 |
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 | $205,821 | $58,879+249.6% | $178,490+15.3% | $73,488+180.1% |
| Participation rate | 94.5% | 66.2%+28.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 19.32% | 24.86%-5.5pp | 151.07%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $10,692 | $2,236+378.1% | $5,011+113.4% | $2,270+371.0% |
| Participant deferral / active EE | $6,622 | $2,567+157.9% | $5,202+27.3% | $3,740+77.1% |
| Admin fee / account holder | $385 | $400-3.9% | $13,984-97.2% | $513-25.0% |