Filed August 14, 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,584 | $50,820-16.2% | $155,567-72.6% | $77,671-45.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.72% | 34.85%-18.1pp | 64.74%-48.0pp | 31.21%-14.5pp |
| Employer contribution / active EE | $1,650 | $1,993-17.2% | $4,674-64.7% | $2,726-39.5% |
| Participant deferral / active EE | $3,356 | $2,823+18.9% | $5,628-40.4% | $4,648-27.8% |
| Admin fee / account holder | $150 | $436-65.6% | $15,916-99.1% | $430-65.2% |