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 INC9+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $27,259 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 10 PO BOX 92947 · CLEVELAND, OH 441942947 | Accounting | $12,000 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $2,986 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,596 | $76,050+65.1% | $96,544+30.1% | $71,457+75.8% |
| Participation rate | 97.5% | 74.4%+23.1pp | 76.0%+21.5pp | 67.9%+29.6pp |
| Annual return | 16.83% | 22.81%-6.0pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,729 | $2,244+21.6% | $2,965-7.9% | $2,588+5.5% |
| Participant deferral / active EE | $4,109 | $4,215-2.5% | $4,851-15.3% | $4,289-4.2% |
| Admin fee / account holder | $250 | $2,707-90.8% | $8,252-97.0% | $1,587-84.2% |