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 ADVISORS9+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $38,898 |
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 | $80,792 | $51,175+57.9% | $70,515+14.6% | $75,163+7.5% |
| Participation rate | 55.2% | 60.9%-5.7pp | 68.3%-13.1pp | 67.2%-12.0pp |
| Annual return | 17.49% | 30.02%-12.5pp | 32.77%-15.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,204 | $1,826-34.1% | $2,973-59.5% | $2,670-54.9% |
| Participant deferral / active EE | $4,517 | $2,849+58.5% | $4,567-1.1% | $4,125+9.5% |
| Admin fee / account holder | $413 | $4,091-89.9% | $6,412-93.6% | $5,651-92.7% |