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 ADVISORS5+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $31,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,191 | $55,706+17.0% | $75,886-14.1% | $72,985-10.7% |
| Participation rate | 60.4% | 61.1%-0.7pp | 69.3%-8.9pp | 69.5%-9.1pp |
| Annual return | 18.21% | 27.59%-9.4pp | 30.76%-12.5pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,176 | $1,687-30.3% | $2,500-53.0% | $2,440-51.8% |
| Participant deferral / active EE | $3,754 | $2,634+42.5% | $3,603+4.2% | $3,607+4.1% |
| Admin fee / account holder | $327 | $3,978-91.8% | $5,418-94.0% | $5,124-93.6% |