Filed February 25, 2026 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,062 |
ALDEN CAPITAL5 years Service code 27 · EIN 83-1319732 | Advisory (Plan) | $30,874 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,851 | $138,347+42.3% | $184,203+6.9% | $80,856+143.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.64% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,651 | $4,850+16.5% | $6,427-12.1% | $2,755+105.1% |
| Participant deferral / active EE | $8,088 | $7,071+14.4% | $9,131-11.4% | $4,296+88.3% |
| Admin fee / account holder | $573 | $10,483-94.5% | $13,901-95.9% | $6,918-91.7% |