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 ADVISORS7+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $94,996 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $29,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,014 | $58,347+20.0% | $85,682-18.3% | $86,799-19.3% |
| Participation rate | 71.2% | 64.9%+6.3pp | 69.9%+1.4pp | 72.3%-1.0pp |
| Annual return | 15.56% | 18.43%-2.9pp | 21.49%-5.9pp | 97.91%-82.3pp |
| Employer contribution / active EE | $3,249 | $1,751+85.6% | $2,618+24.1% | $2,405+35.1% |
| Participant deferral / active EE | $3,057 | $3,065-0.3% | $3,923-22.1% | $4,131-26.0% |
| Admin fee / account holder | $215 | $147+45.9% | $6,873-96.9% | $170+26.8% |