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 ADVISORS10+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $114,227 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $32,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,941 | $55,416+15.4% | $75,972-15.8% | $77,643-17.6% |
| Participation rate | 77.0% | 63.6%+13.4pp | 69.1%+8.0pp | 70.6%+6.4pp |
| Annual return | 16.13% | 17.07%-0.9pp | 359.55%-343.4pp | 31.24%-15.1pp |
| Employer contribution / active EE | $5,665 | $1,788+216.9% | $2,685+111.0% | $2,726+107.8% |
| Participant deferral / active EE | $3,900 | $3,447+13.1% | $4,255-8.4% | $4,647-16.1% |
| Admin fee / account holder | $198 | $414-52.1% | $6,467-96.9% | $430-54.0% |