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 ADVISORS6 years Filed as: AMERICAN COMMUNITY WEALTH Service code 27 · EIN 74-3257476 | Advisory (Plan) | $74,519 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,766 | $81,908-33.1% | $90,749-39.7% | $64,808-15.5% |
| Participation rate | 96.1% | 80.5%+15.7pp | 75.7%+20.4pp | 71.5%+24.7pp |
| Annual return | -16.24% | -12.53%-3.7pp | -12.16%-4.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,934 | $3,065-36.9% | $2,921-33.8% | $2,506-22.8% |
| Participant deferral / active EE | $6,956 | $4,840+43.7% | $4,564+52.4% | $4,310+61.4% |
| Admin fee / account holder | $175 | $157+11.5% | $8,445-97.9% | $188-6.7% |