Filed July 1, 2026 (most recent of 5 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $45,860 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,509 | $98,727-42.8% | $113,168-50.1% | $85,563-34.0% |
| Participation rate | 89.2% | 80.8%+8.4pp | 76.6%+12.6pp | 66.0%+23.2pp |
| Annual return | 11.73% | 17.43%-5.7pp | 24.27%-12.5pp | 31.51%-19.8pp |
| Employer contribution / active EE | $1,797 | $2,907-38.2% | $2,975-39.6% | $2,654-32.3% |
| Participant deferral / active EE | $3,528 | $5,424-35.0% | $5,107-30.9% | $4,375-19.4% |
| Admin fee / account holder | $92 | $357-74.1% | $12,068-99.2% | $834-88.9% |