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 ADVISORS2 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $34,030 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN NORTWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $18,413 |
BENEFIT TRUST COMPANY1 year Service code 19 · EIN 04-3581074 | Securities Custodian | $6,118 |
HARRIS & CO PLLC1 year Filed as: HARRIS & CO, PLLC Service code 10 · EIN 26-4022510 | Accounting | $6,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,765 | $100,801-68.5% | $149,696-78.8% | $73,409-56.7% |
| Participation rate | 93.7% | 77.7%+16.0pp | 82.5%+11.3pp | 72.2%+21.6pp |
| Annual return | 15.12% | 265.34%-250.2pp | 276.60%-261.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,785 | $3,312-46.1% | $4,644-61.6% | $2,234-20.1% |
| Participant deferral / active EE | $3,888 | $6,404-39.3% | $6,842-43.2% | $3,805+2.2% |
| Admin fee / account holder | $172 | $181-4.8% | $9,309-98.2% | $158+9.0% |