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 Service code 27 · EIN 74-3257476 | Advisory (Plan) | $33,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,164 | $58,083-36.0% | $80,019-53.6% | $56,287-34.0% |
| Participation rate | 84.8% | 73.6%+11.2pp | 75.8%+8.9pp | 69.9%+14.9pp |
| Annual return | -5.51% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $914 | $1,932-52.7% | $2,468-63.0% | $2,111-56.7% |
| Participant deferral / active EE | $2,605 | $3,135-16.9% | $3,686-29.3% | $3,350-22.2% |
| Admin fee / account holder | $161 | $623-74.1% | $6,521-97.5% | $521-69.1% |