Filed November 11, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $49,616 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $44,437 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $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 | $51,576 | $44,989+14.6% | $170,442-69.7% | $77,958-33.8% |
| Participation rate | 80.5% | 64.6%+15.9pp | 83.6%-3.1pp | 71.6%+8.8pp |
| Annual return | 107.68% | 19.61%+88.1pp | 205.93%-98.2pp | 20.87%+86.8pp |
| Employer contribution / active EE | $3,288 | $1,466+124.3% | $5,433-39.5% | $2,310+42.3% |
| Participant deferral / active EE | $4,816 | $2,208+118.2% | $4,939-2.5% | $3,537+36.2% |
| Admin fee / account holder | $38 | $69-45.4% | $13,880-99.7% | $97-61.4% |