See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC6 years Service code 15 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Recordkeeping | $12,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,597 | $71,883+2.4% | $86,677-15.1% | $68,494+7.4% |
| Participation rate | 72.2% | 72.2%0pp | 76.6%-4.4pp | 67.9%+4.3pp |
| Annual return | -18.14% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,386 | $2,173-36.2% | $2,836-51.1% | $2,596-46.6% |
| Participant deferral / active EE | $10,025 | $3,779+165.3% | $4,656+115.3% | $4,027+148.9% |
| Admin fee / account holder | $97 | $6,112-98.4% | $7,493-98.7% | $5,403-98.2% |