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 INC5+ years Service code 55 315 DEADERICK ST · NASHVILLE, TN 37238 | Other Commissions | $41,960 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $118,993 | $65,376+82.0% | $87,100+36.6% | $65,185+82.5% |
| Participation rate | 97.2% | 75.3%+21.9pp | 76.9%+20.4pp | 70.2%+27.0pp |
| Annual return | 20.15% | 31.27%-11.1pp | 28.19%-8.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $3,041 | $1,822+66.9% | $2,521+20.6% | $2,177+39.7% |
| Participant deferral / active EE | $3,634 | $3,388+7.3% | $4,049-10.2% | $3,514+3.4% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |