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 ADVISORS6+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 17 · EIN 35-2015845 9265 COUNSELOR'S ROW, STE 120 · INDIANAPOLIS, IN 46240 | Pension Consulting | $69,450 |
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $66,571 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $12,905 |
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 | $3,600 | $29,548-87.8% | $56,411-93.6% | $77,643-95.4% |
| Participation rate | 92.1% | 32.7%+59.4pp | 52.5%+39.6pp | 70.6%+21.5pp |
| Annual return | 16.57% | 19.01%-2.4pp | 1701.33%-1684.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $340 | $568-40.0% | $1,039-67.2% | $2,726-87.5% |
| Participant deferral / active EE | $1,653 | $1,061+55.9% | $1,952-15.3% | $4,647-64.4% |
| Admin fee / account holder | $47 | $1,046-95.6% | $2,829-98.4% | $430-89.2% |