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.10+ years Filed as: RETIREMENT STRATEGIES, LTD Service code 26 · EIN 56-2359516 | Advisory (Participants) | $6,632 |
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 | $19,670 | $58,208-66.2% | $81,812-76.0% | $80,856-75.7% |
| Participation rate | 98.9% | 63.4%+35.5pp | 72.3%+26.6pp | 67.6%+31.3pp |
| Annual return | 9.00% | 41.66%-32.7pp | 773.79%-764.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $959 | $2,340-59.0% | $2,912-67.1% | $2,755-65.2% |
| Participant deferral / active EE | $1,811 | $3,281-44.8% | $4,319-58.1% | $4,296-57.8% |
| Admin fee / account holder | $160 | $4,981-96.8% | $7,386-97.8% | $6,918-97.7% |