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 ADVISORS6+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $69,748 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $28,323 |
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 | $70,665 | $51,288+37.8% | $81,983-13.8% | $73,409-3.7% |
| Participation rate | 73.5% | 64.0%+9.6pp | 69.2%+4.3pp | 72.2%+1.4pp |
| Annual return | 19.34% | 29.48%-10.1pp | 41.31%-22.0pp | 59.29%-40.0pp |
| Employer contribution / active EE | $3,229 | $1,487+117.2% | $2,498+29.3% | $2,234+44.6% |
| Participant deferral / active EE | $2,886 | $2,715+6.3% | $3,722-22.5% | $3,805-24.2% |
| Admin fee / account holder | $207 | $125+65.1% | $5,664-96.3% | $158+31.0% |