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 ADVISORS2 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $29,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
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 | $42,643 | $66,310-35.7% | $93,606-54.4% | $65,185-34.6% |
| Participation rate | 85.9% | 74.0%+12.0pp | 75.8%+10.1pp | 70.2%+15.7pp |
| Annual return | 18.22% | 42.58%-24.4pp | 32.76%-14.5pp | 29.38%-11.2pp |
| Employer contribution / active EE | $821 | $2,012-59.2% | $2,718-69.8% | $2,177-62.3% |
| Participant deferral / active EE | $2,349 | $3,342-29.7% | $4,069-42.3% | $3,514-33.1% |
| Admin fee / account holder | $155 | $6,897-97.7% | $7,888-98.0% | $847-81.7% |