Filed July 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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $258,846 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $118,845 |
Employer contribution per participant 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 | $43,112 | $56,095-23.1% | $178,490-75.8% | $90,288-52.3% |
| Participation rate | 73.7% | 65.6%+8.1pp | 81.9%-8.2pp | 73.4%+0.3pp |
| Annual return | 16.07% | 28.81%-12.7pp | 151.07%-135.0pp | 53.97%-37.9pp |
| Employer contribution / active EE | $1 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,497 | $2,669-6.5% | $5,202-52.0% | $4,232-41.0% |
| Admin fee / account holder | $98 | $101-2.8% | $13,984-99.3% | $114-14.2% |