Filed December 22, 2025 (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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $203,416 |
HIGHLAND CONSULTING ASSOCIATES9+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $66,009 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $17,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,997 | $50,127+71.6% | $149,673-42.5% | $80,160+7.3% |
| Participation rate | 60.1% | 64.3%-4.1pp | 78.8%-18.6pp | 72.9%-12.8pp |
| Annual return | 19.08% | 29.82%-10.7pp | 134.42%-115.3pp | 40.38%-21.3pp |
| Employer contribution / active EE | $1,887 | $1,865+1.2% | $4,818-60.8% | $2,978-36.6% |
| Participant deferral / active EE | $3,470 | $3,194+8.6% | $5,680-38.9% | $5,017-30.8% |
| Admin fee / account holder | $115 | $153-24.5% | $13,210-99.1% | $145-20.5% |