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 ADVISORS5+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 17 · EIN 35-2015845 9265 COUNSELOR'S ROW, STE 105 · INDIANAPOLIS, IN 46240 | Pension Consulting | $52,132 |
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $47,733 |
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 | $3,839 | $26,114-85.3% | $58,482-93.4% | $74,419-94.8% |
| Participation rate | 81.4% | 32.1%+49.2pp | 50.9%+30.5pp | 70.7%+10.6pp |
| Annual return | 21.53% | 32.51%-11.0pp | 4239.32%-4217.8pp | 34.38%-12.8pp |
| Employer contribution / active EE | $340 | $536-36.5% | $1,053-67.7% | $2,637-87.1% |
| Participant deferral / active EE | $1,458 | $1,075+35.7% | $1,924-24.2% | $4,528-67.8% |
| Admin fee / account holder | $83 | $649-87.3% | $2,516-96.7% | $348-76.2% |