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, LLC7+ years Filed as: PRUDENT STREET FIN ADV LLC Service code 27 2000 GLEN ECHO RD · NASHVILLE, TN 37215 | Advisory (Plan) | $49,756 |
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 6700 TOWER CIRCLE · FRANKLIN, TN 37067 | Advisory (Participants) | $42,025 |
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $13,310 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,248 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Securities Custodian | $6,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,908 | $61,156+267.8% | $185,823+21.0% | $79,386+183.3% |
| Participation rate | 86.8% | 66.6%+20.2pp | 81.7%+5.1pp | 70.7%+16.1pp |
| Annual return | 13.94% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $12,741 | $2,321+449.1% | $5,167+146.6% | $2,427+424.9% |
| Participant deferral / active EE | $6,926 | $2,789+148.4% | $5,568+24.4% | $4,046+71.2% |
| Admin fee / account holder | $456 | $710-35.7% | $16,237-97.2% | $626-27.2% |