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 ADVISORS8+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $38,133 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,281 | $48,265+43.5% | $68,791+0.7% | $68,494+1.1% |
| Participation rate | 55.4% | 60.7%-5.2pp | 69.0%-13.6pp | 67.9%-12.5pp |
| Annual return | -14.96% | -12.71%-2.3pp | -6.38%-8.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,575 | $1,829-13.8% | $2,655-40.7% | $2,596-39.3% |
| Participant deferral / active EE | $4,863 | $2,867+69.6% | $3,941+23.4% | $4,027+20.7% |
| Admin fee / account holder | $404 | $4,355-90.7% | $4,932-91.8% | $5,403-92.5% |