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 |
|---|---|---|
Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $30,661 |
UBS FINANCIAL SERVICES INC8+ years Service code 55 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Other Commissions | $7,021 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,219 | $65,435+80.7% | $86,677+36.4% | $66,914+76.7% |
| Participation rate | 97.2% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.4pp |
| Annual return | -15.73% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,907 | $2,153+35.0% | $2,836+2.5% | $2,544+14.3% |
| Participant deferral / active EE | $4,479 | $4,100+9.2% | $4,656-3.8% | $4,237+5.7% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |