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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,096 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $25,620 |
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 | $39,727 | $45,382-12.5% | $154,107-74.2% | $75,289-47.2% |
| Participation rate | 92.6% | 65.9%+26.7pp | 83.0%+9.6pp | 72.4%+20.2pp |
| Annual return | 8.11% | -0.47%+8.6pp | 735.12%-727.0pp | -0.04%+8.2pp |
| Employer contribution / active EE | $3,650 | $1,533+138.1% | $5,298-31.1% | $2,405+51.8% |
| Participant deferral / active EE | $5,462 | $2,384+129.1% | $5,081+7.5% | $3,739+46.1% |
| Admin fee / account holder | $44 | $89-50.5% | $13,411-99.7% | $102-56.8% |