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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,058 | $53,136-54.7% | $155,509-84.5% | $199,593-87.9% |
| Participation rate | 86.9% | 64.1%+22.8pp | 78.2%+8.7pp | 72.0%+14.9pp |
| Annual return | 15.48% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,369 | $1,851+28.0% | $4,672-49.3% | $3,034-21.9% |
| Participant deferral / active EE | $2,535 | $3,161-19.8% | $5,626-54.9% | $5,087-50.2% |
| Admin fee / account holder | $4 | $185-97.7% | $15,912-100.0% | $269-98.4% |