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 ADVISORS1 year Filed as: AMERICAN COMMUNITY WEALTH MGMT LLC Service code 27 · EIN 74-3257476 | Advisory (Plan) | $28,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,531 | $56,629-30.2% | $77,999-49.3% | $55,167-28.3% |
| Participation rate | 89.0% | 73.3%+15.6pp | 75.5%+13.4pp | 69.0%+20.0pp |
| Annual return | 5.85% | 2866.98%-2861.1pp | 425.96%-420.1pp | 169.23%-163.4pp |
| Employer contribution / active EE | $143 | $1,723-91.7% | $2,470-94.2% | $1,963-92.7% |
| Participant deferral / active EE | $2,614 | $2,777-5.9% | $3,497-25.2% | $3,054-14.4% |
| Admin fee / account holder | $155 | $467-66.7% | $5,480-97.2% | $504-69.2% |