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 CORPORATION9 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 | $49,384 | $50,982-3.1% | $154,803-68.1% | $85,563-42.3% |
| Participation rate | 99.7% | 59.8%+39.9pp | 78.1%+21.6pp | 66.0%+33.7pp |
| Annual return | 13.91% | 30.35%-16.4pp | 58.88%-45.0pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,570 | $1,708-8.1% | $4,305-63.5% | $2,654-40.8% |
| Participant deferral / active EE | $3,264 | $2,474+31.9% | $5,540-41.1% | $4,375-25.4% |
| Admin fee / account holder | $163 | $846-80.7% | $14,329-98.9% | $834-80.5% |