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 ADVISORS8+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $93,964 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $31,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,609 | $44,764+15.3% | $68,791-25.0% | $64,808-20.4% |
| Participation rate | 73.6% | 64.8%+8.8pp | 69.0%+4.6pp | 71.5%+2.1pp |
| Annual return | -16.77% | -10.91%-5.9pp | -6.38%-10.4pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,517 | $1,775+98.1% | $2,655+32.5% | $2,506+40.4% |
| Participant deferral / active EE | $3,379 | $3,238+4.4% | $3,941-14.3% | $4,310-21.6% |
| Admin fee / account holder | $188 | $151+24.5% | $4,932-96.2% | $188+0.3% |