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 | $67,275 |
ALDEN CAPITAL6 years Service code 27 · EIN 83-1319732 | Advisory (Plan) | $33,504 |
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.)
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 | $214,055 | $148,978+43.7% | $200,582+6.7% | $84,808+152.4% |
| Participation rate | 98.8% | 84.2%+14.6pp | 86.9%+11.9pp | 68.3%+30.5pp |
| Annual return | 12.52% | 28.16%-15.6pp | 42.33%-29.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $6,117 | $4,815+27.0% | $6,419-4.7% | $2,631+132.5% |
| Participant deferral / active EE | $8,637 | $7,142+20.9% | $9,331-7.4% | $4,212+105.1% |
| Admin fee / account holder | $612 | $13,977-95.6% | $16,305-96.2% | $7,344-91.7% |