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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,153 |
Service code 49 · EIN 94-1606517 | Other Services | $9,931 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,602 | $56,095+8.0% | $178,490-66.0% | $90,288-32.9% |
| Participation rate | 87.4% | 65.6%+21.9pp | 81.9%+5.5pp | 73.4%+14.1pp |
| Annual return | 14.02% | 28.81%-14.8pp | 151.07%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,915 | $2,669+159.1% | $5,202+32.9% | $4,232+63.4% |
| Admin fee / account holder | $9 | $101-91.4% | $13,984-99.9% | $114-92.4% |