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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.7+ years Filed as: RETIREMENT STRATEGIES, LTD Service code 26 · EIN 56-2359516 | Advisory (Participants) | $5,716 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,817 | $65,409-75.8% | $98,442-83.9% | $85,850-81.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.73% | 21.76%-13.0pp | 1492.73%-1484.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $937 | $2,168-56.8% | $2,960-68.4% | $2,565-63.5% |
| Participant deferral / active EE | $1,370 | $3,166-56.7% | $4,276-68.0% | $3,952-65.3% |
| Admin fee / account holder | $122 | $4,593-97.3% | $5,949-97.9% | $6,260-98.0% |