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 INC11+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $40,902 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,279 | $87,870+57.4% | $113,168+22.2% | $74,304+86.1% |
| Participation rate | 98.5% | 70.7%+27.7pp | 76.6%+21.9pp | 60.3%+38.1pp |
| Annual return | 12.30% | 26.44%-14.1pp | 24.27%-12.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $3,417 | $2,277+50.0% | $2,975+14.8% | $2,241+52.4% |
| Participant deferral / active EE | $4,591 | $4,241+8.3% | $5,107-10.1% | $3,767+21.9% |
| Admin fee / account holder | $259 | $3,368-92.3% | $12,068-97.9% | $2,969-91.3% |