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 INC7+ years Service code 55 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Other Commissions | $41,458 |
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 | $136,028 | $84,936+60.2% | $111,297+22.2% | $79,386+71.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 12.54% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,541 | $1,979+28.4% | $2,731-7.0% | $2,427+4.7% |
| Participant deferral / active EE | $3,732 | $3,888-4.0% | $4,487-16.8% | $4,046-7.7% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |