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 ADVISORS1+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $22,478 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,919 | $44,850-13.2% | $60,547-35.7% | $59,632-34.7% |
| Participation rate | 94.9% | 59.5%+35.4pp | 68.0%+26.9pp | 68.7%+26.2pp |
| Annual return | -1.40% | 1074.14%-1075.5pp | 335.64%-337.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $3,072 | $1,462+110.2% | $2,419+27.0% | $2,203+39.5% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $228 | $3,635-93.7% | $4,536-95.0% | $4,297-94.7% |