Filed January 29, 2026
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 6-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 PENSION ADVISORS, LTD. Service code 17 · EIN 35-2015845 9265 COUNSELOR'S ROW, STE 105 · INDIANAPOLIS, IN 46240 | Pension Consulting | $43,231 |
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $31,112 |
KATZ, SAPPER & MILLER2 years Filed as: KATZ SAPPER AND MILLER Service code 10 PO BOX 7096 DEPT 235 · INDIANAPOLIS, IN 46206 | Accounting | $13,497 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,637 | $30,555-91.4% | $80,716-96.7% | $86,799-97.0% |
| Participation rate | 90.2% | 37.2%+53.0pp | 54.2%+36.0pp | 72.3%+17.9pp |
| Annual return | 16.12% | 30.35%-14.2pp | 87.28%-71.2pp | 97.91%-81.8pp |
| Employer contribution / active EE | $394 | $472-16.5% | $1,160-66.0% | $2,405-83.6% |
| Participant deferral / active EE | $1,708 | $1,050+62.7% | $2,146-20.4% | $4,131-58.7% |
| Admin fee / account holder | $95 | $135-29.8% | $3,380-97.2% | $170-43.9% |