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 ADVISORS5 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $26,405 |
EDER, CASELLA & CO1 year Service code 10 · EIN 36-3614997 | Accounting | $13,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,300 | $72,607-50.0% | $90,749-60.0% | $66,914-45.8% |
| Participation rate | 79.6% | 73.7%+6.0pp | 75.7%+3.9pp | 69.8%+9.8pp |
| Annual return | -15.49% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,199 | $2,369-49.4% | $2,921-59.0% | $2,544-52.9% |
| Participant deferral / active EE | $3,547 | $3,977-10.8% | $4,564-22.3% | $4,237-16.3% |
| Admin fee / account holder | $215 | $707-69.7% | $8,445-97.5% | $593-63.8% |