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 ADVISORS4+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 17 · EIN 35-2015845 9265 COUNSELOR'S ROW, STE 105 · INDIANAPOLIS, IN 46240 | Pension Consulting | $42,632 |
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $39,467 |
KATZ, SAPPER & MILLER3 years Filed as: KATZ SAPPER AND MILLER Service code 10 PO BOX 7096 DEPT 235 · INDIANAPOLIS, IN 46206 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,219 | $30,086-89.3% | $61,373-94.8% | $64,808-95.0% |
| Participation rate | 73.7% | 36.4%+37.4pp | 52.6%+21.2pp | 71.5%+2.3pp |
| Annual return | -21.91% | -13.99%-7.9pp | 338.61%-360.5pp | 32.82%-54.7pp |
| Employer contribution / active EE | $345 | $536-35.7% | $1,159-70.3% | $2,506-86.2% |
| Participant deferral / active EE | $1,513 | $1,126+34.4% | $2,125-28.8% | $4,310-64.9% |
| Admin fee / account holder | $117 | $148-21.3% | $2,130-94.5% | $188-37.9% |