See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-0237809 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Participants) | $27,111 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD Service code 12 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $9,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,766 | $62,624-41.3% | $177,989-79.3% | $77,643-52.6% |
| Participation rate | 35.1% | 66.8%-31.7pp | 77.1%-41.9pp | 70.6%-35.4pp |
| Annual return | 15.63% | 16.16%-0.5pp | 294.48%-278.9pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,107 | $1,909-42.0% | $3,949-72.0% | $2,726-59.4% |
| Participant deferral / active EE | $2,061 | $4,219-51.1% | $6,276-67.2% | $4,647-55.6% |
| Admin fee / account holder | $179 | $386-53.5% | $10,363-98.3% | $430-58.3% |