Filed November 18, 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 7-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 Service code 13 · EIN 35-1140070 | Contract Administrator | $7,080 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,398 | $67,512-75.7% | $185,823-91.2% | $93,030-82.4% |
| Participation rate | 93.7% | 67.1%+26.5pp | 81.7%+12.0pp | 73.9%+19.8pp |
| Annual return | 14.32% | 21.04%-6.7pp | 122.05%-107.7pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,962 | $1,783+10.0% | $5,167-62.0% | $2,706-27.5% |
| Participant deferral / active EE | $2,184 | $3,035-28.1% | $5,568-60.8% | $4,562-52.1% |
| Admin fee / account holder | $3 | $318-99.2% | $16,237-100.0% | $152-98.3% |