See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $30,682 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NORTWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $19,075 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,832 | $88,122-65.0% | $141,162-78.2% | $67,579-54.4% |
| Participation rate | 91.7% | 76.5%+15.2pp | 82.5%+9.2pp | 71.3%+20.4pp |
| Annual return | 22.30% | 75.40%-53.1pp | 71.39%-49.1pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,344 | $3,224-58.3% | $4,735-71.6% | $2,148-37.4% |
| Participant deferral / active EE | $3,472 | $5,958-41.7% | $6,709-48.3% | $3,539-1.9% |
| Admin fee / account holder | $192 | $131+47.0% | $10,261-98.1% | $142+35.2% |