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.9+ years Filed as: RETIREMENT STRATEGIES, LTD Service code 26 · EIN 56-2359516 | Advisory (Participants) | $6,059 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,359 | $57,281-69.7% | $86,612-80.0% | $75,163-76.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.36% | 2670.75%-2659.4pp | 591.07%-579.7pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,019 | $2,314-56.0% | $3,022-66.3% | $2,670-61.8% |
| Participant deferral / active EE | $2,290 | $3,318-31.0% | $4,438-48.4% | $4,125-44.5% |
| Admin fee / account holder | $139 | $4,112-96.6% | $5,614-97.5% | $5,651-97.5% |