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 INC6+ years Service code 55 315 DEADERICK ST · NASHVILLE, TN 37238 | Other Commissions | $45,268 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,511 | $73,638+65.0% | $95,952+26.6% | $73,488+65.3% |
| Participation rate | 96.3% | 76.2%+20.1pp | 77.1%+19.2pp | 70.7%+25.6pp |
| Annual return | 15.25% | 16.78%-1.5pp | 91.61%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,579 | $1,863-15.3% | $2,541-37.9% | $2,270-30.5% |
| Participant deferral / active EE | $3,334 | $3,617-7.8% | $4,167-20.0% | $3,740-10.8% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |