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 |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $47,084 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN NORTWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $29,223 |
BENEFIT TRUST COMPANY4 years Service code 19 · EIN 04-3581074 | Securities Custodian | $9,419 |
HARRIS CPA'S P.C.1 year Service code 10 · EIN 99-0658768 | Accounting | $7,700 |
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 | $36,371 | $95,274-61.8% | $135,903-73.2% | $74,419-51.1% |
| Participation rate | 72.3% | 78.2%-5.9pp | 81.9%-9.6pp | 70.7%+1.6pp |
| Annual return | 15.39% | 32.77%-17.4pp | 68.23%-52.8pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,610 | $3,874-58.4% | $4,856-66.8% | $2,637-39.0% |
| Participant deferral / active EE | $4,946 | $7,782-36.4% | $7,758-36.2% | $4,528+9.2% |
| Admin fee / account holder | $204 | $266-23.5% | $10,762-98.1% | $348-41.5% |