Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRUDENT STREET FIN ADV LLC2 years Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 21 · EIN 82-1818132 | Bank Trustee | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,091 | $84,493-37.2% | $125,381-57.7% | $66,938-20.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -5.69% | -8.49%+2.8pp | 572.31%-578.0pp | 1.58%-7.3pp |
| Employer contribution / active EE | $6,905 | $3,554+94.3% | $4,815+43.4% | $2,545+171.3% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $61 | $685-91.1% | $10,007-99.4% | $594-89.7% |