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 9-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, LLC2 years Service code 37 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Loan Processing | $1,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,235 | $100,801-69.0% | $149,696-79.1% | $73,409-57.5% |
| Participation rate | 56.2% | 77.7%-21.5pp | 82.5%-26.3pp | 72.2%-16.0pp |
| Annual return | 36.62% | 265.34%-228.7pp | 276.60%-240.0pp | 59.29%-22.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,919 | $6,404+8.0% | $6,842+1.1% | $3,805+81.8% |
| Admin fee / account holder | $9 | $181-95.1% | $9,309-99.9% | $158-94.3% |