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 ADVISORS3 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $28,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,749 |
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 | $38,130 | $70,908-46.2% | $98,907-61.4% | $73,488-48.1% |
| Participation rate | 86.4% | 73.8%+12.6pp | 76.0%+10.3pp | 70.7%+15.7pp |
| Annual return | 11.97% | 34.17%-22.2pp | 196.43%-184.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,041 | $2,036-48.9% | $2,689-61.3% | $2,270-54.1% |
| Participant deferral / active EE | $2,858 | $3,500-18.4% | $4,244-32.7% | $3,740-23.6% |
| Admin fee / account holder | $148 | $535-72.4% | $6,642-97.8% | $513-71.2% |