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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,121 |
THE FINANCIAL CONSUL4 years Service code 26 · EIN 52-1281169 | Advisory (Participants) | $6,670 |
THE FINANCIAL CONSUL1 year Filed as: FINANCIAL CONSULATE Service code 26 · EIN 52-1281169 | Advisory (Participants) | $6,013 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $352,607 | $58,879+498.9% | $178,490+97.6% | $73,488+379.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.17% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $12,647 | $2,236+465.5% | $5,011+152.4% | $2,270+457.1% |
| Participant deferral / active EE | $8,777 | $2,567+241.9% | $5,202+68.7% | $3,740+134.7% |
| Admin fee / account holder | $161 | $400-59.7% | $13,984-98.8% | $513-68.6% |