Filed January 8, 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 10-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 55 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Other Commissions | $40,117 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,606 | $59,186+76.7% | $76,768+36.3% | $56,287+85.8% |
| Participation rate | 96.4% | 75.2%+21.2pp | 77.0%+19.4pp | 69.9%+26.6pp |
| Annual return | -3.66% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,991 | $1,759+70.1% | $2,485+20.4% | $2,111+41.7% |
| Participant deferral / active EE | $3,302 | $3,255+1.4% | $3,852-14.3% | $3,350-1.4% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |