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 ADVISORS9+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $93,795 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $30,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,454 | $49,693+21.7% | $70,515-14.3% | $74,419-18.8% |
| Participation rate | 61.2% | 64.7%-3.5pp | 68.3%-7.2pp | 70.7%-9.6pp |
| Annual return | 16.54% | 21.22%-4.7pp | 32.77%-16.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,952 | $1,773+122.8% | $2,973+32.9% | $2,637+49.8% |
| Participant deferral / active EE | $3,576 | $3,376+5.9% | $4,567-21.7% | $4,528-21.0% |
| Admin fee / account holder | $187 | $316-40.8% | $6,412-97.1% | $348-46.3% |