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 CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $9,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,478 | $63,905-10.1% | $74,183-22.5% | $57,658-0.3% |
| Participation rate | 59.6% | 79.8%-20.2pp | 76.6%-17.0pp | 70.2%-10.7pp |
| Annual return | 12.19% | 60.60%-48.4pp | 17.74%-5.5pp | 5.13%+7.1pp |
| Employer contribution / active EE | $1,157 | $1,840-37.1% | $2,370-51.2% | $1,974-41.4% |
| Participant deferral / active EE | $2,315 | $3,448-32.9% | $3,550-34.8% | $3,061-24.4% |
| Admin fee / account holder | $46 | $91-49.4% | $5,586-99.2% | $95-51.3% |