Filed November 1, 2024
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) | $51,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,719 |
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 | $59,063 | $74,347-20.6% | $93,606-36.9% | $67,579-12.6% |
| Participation rate | 91.8% | 80.6%+11.2pp | 75.8%+16.0pp | 71.3%+20.5pp |
| Annual return | 28.44% | 28.07%+0.4pp | 32.76%-4.3pp | 378.56%-350.1pp |
| Employer contribution / active EE | $1,619 | $2,583-37.3% | $2,718-40.4% | $2,148-24.6% |
| Participant deferral / active EE | $5,498 | $4,060+35.4% | $4,069+35.1% | $3,539+55.3% |
| Admin fee / account holder | $172 | $123+40.5% | $7,888-97.8% | $142+21.1% |