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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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $18,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,595 | $50,815-45.7% | $155,509-82.3% | $77,643-64.5% |
| Participation rate | 29.7% | 63.1%-33.5pp | 78.2%-48.5pp | 70.6%-40.9pp |
| Annual return | 14.03% | 34.80%-20.8pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $575 | $1,993-71.1% | $4,672-87.7% | $2,726-78.9% |
| Participant deferral / active EE | $835 | $2,822-70.4% | $5,626-85.2% | $4,647-82.0% |
| Admin fee / account holder | $185 | $437-57.7% | $15,912-98.8% | $430-57.1% |