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, LLC4 years Service code 37 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Loan Processing | $6,017 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,995 | $99,957+120.1% | $149,696+47.0% | $73,488+199.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 29.60% | 53.87%-24.3pp | 276.60%-247.0pp | 28.51%+1.1pp |
| Employer contribution / active EE | $6,825 | $3,191+113.9% | $4,644+47.0% | $2,270+200.6% |
| Participant deferral / active EE | $9,074 | $6,073+49.4% | $6,842+32.6% | $3,740+142.7% |
| Admin fee / account holder | $30 | $551-94.5% | $9,309-99.7% | $513-94.1% |