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 ADVISORS3 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $14,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,199 | $65,061-55.1% | $143,757-79.7% | $66,914-56.4% |
| Participation rate | 33.7% | 65.2%-31.5pp | 80.3%-46.6pp | 69.8%-36.1pp |
| Annual return | -13.68% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $663 | $2,361-71.9% | $4,951-86.6% | $2,544-74.0% |
| Participant deferral / active EE | $988 | $2,919-66.2% | $5,637-82.5% | $4,237-76.7% |
| Admin fee / account holder | $227 | $502-54.8% | $14,673-98.5% | $593-61.8% |