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 ADVISORS7+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $40,410 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,486 | $62,573+23.8% | $85,682-9.6% | $85,850-9.7% |
| Participation rate | 62.8% | 61.1%+1.7pp | 69.9%-7.1pp | 69.3%-6.5pp |
| Annual return | 13.29% | 23.77%-10.5pp | 21.49%-8.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,362 | $1,757-22.5% | $2,618-48.0% | $2,565-46.9% |
| Participant deferral / active EE | $3,957 | $2,802+41.2% | $3,923+0.9% | $3,952+0.1% |
| Admin fee / account holder | $401 | $4,640-91.3% | $6,873-94.2% | $6,260-93.6% |