Filed September 17, 2026 (most recent of 2 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 9-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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 | Other Commissions | $17,330 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $9,218 |
ABIP, P.C.3+ years Filed as: ABIP PC Service code 10 · EIN 76-0689865 | Accounting | $5,726 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,512 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL SECURITUES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $0 |
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 | $70,036 | $60,396+16.0% | $111,392-37.1% | $56,287+24.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.9%+21.1pp | 69.9%+30.1pp |
| Annual return | 12.20% | 20.26%-8.1pp | -2.06%+14.3pp | -9.96%+22.2pp |
| Employer contribution / active EE | $4,365 | $3,459+26.2% | $4,328+0.9% | $2,111+106.8% |
| Participant deferral / active EE | $7,203 | $4,421+62.9% | $5,567+29.4% | $3,350+115.0% |
| Admin fee / account holder | $6 | $610-99.0% | $12,266-100.0% | $521-98.9% |