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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,818 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $275 |
Annual investment return 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 | $67,635 | $50,127+34.9% | $149,673-54.8% | $80,160-15.6% |
| Participation rate | 88.7% | 64.3%+24.4pp | 78.8%+9.9pp | 72.9%+15.8pp |
| Annual return | 14.18% | 29.82%-15.6pp | 134.42%-120.2pp | 40.38%-26.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $7,925 | $3,194+148.2% | $5,680+39.5% | $5,017+58.0% |
| Admin fee / account holder | $8 | $153-94.6% | $13,210-99.9% | $145-94.3% |