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 ADVISORS5+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $64,402 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $31,896 |
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 | $65,649 | $46,423+41.4% | $75,886-13.5% | $67,579-2.9% |
| Participation rate | 71.4% | 63.1%+8.4pp | 69.3%+2.1pp | 71.3%+0.2pp |
| Annual return | 22.55% | 32.29%-9.7pp | 30.76%-8.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,871 | $1,406+104.1% | $2,500+14.8% | $2,148+33.7% |
| Participant deferral / active EE | $2,725 | $2,564+6.3% | $3,603-24.4% | $3,539-23.0% |
| Admin fee / account holder | $225 | $132+70.7% | $5,418-95.8% | $142+58.1% |