Filed December 18, 2025 (most recent of 3 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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | -$9,649 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,614 | $53,136+42.3% | $155,509-51.4% | $199,593-62.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 14.92% | 41.15%-26.2pp | 64.67%-49.7pp | 34.25%-19.3pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $8,823 | $3,161+179.1% | $5,626+56.8% | $5,087+73.5% |
| Admin fee / account holder | -$4 | $185-102.1% | $15,912-100.0% | $269-101.5% |