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 |
|---|---|---|
WESPAC PLAN SERVICES, LLC8+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $40,000 |
WESPAC PLAN SERVICES, LLC8+ years Service code 13 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $21,230 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $2,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,739 | $65,061+21.0% | $143,757-45.2% | $66,914+17.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -9.74% | -11.14%+1.4pp | -0.04%-9.7pp | 1.58%-11.3pp |
| Employer contribution / active EE | $7,682 | $2,361+225.4% | $4,951+55.2% | $2,544+201.9% |
| Participant deferral / active EE | $6,030 | $2,919+106.6% | $5,637+7.0% | $4,237+42.3% |
| Admin fee / account holder | $236 | $502-53.1% | $14,673-98.4% | $593-60.3% |