See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $26,515 |
CASSELL PLAN AUDITS2 years Filed as: CASSELL PLAN AUDITS, INC. Service code 10 · EIN 46-2966358 | Accounting | $5,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,949 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,971 | $78,485-51.6% | $106,213-64.3% | $74,495-49.0% |
| Participation rate | 85.1% | 72.8%+12.3pp | 75.3%+9.8pp | 67.2%+17.9pp |
| Annual return | 10.75% | 15.95%-5.2pp | 116.14%-105.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,217 | $2,523-51.7% | $3,171-61.6% | $2,623-53.6% |
| Participant deferral / active EE | $4,146 | $4,322-4.1% | $5,016-17.3% | $4,346-4.6% |
| Admin fee / account holder | $157 | $2,232-93.0% | $11,033-98.6% | $1,942-91.9% |