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, LLC5 years Service code 37 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Loan Processing | $7,213 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $25 |
Service code 33 · EIN 34-1479833 | Shareholder servicing fees; Direct pa... | $20 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,365 | $91,407-44.9% | $135,903-62.9% | $71,457-29.5% |
| Participation rate | 70.2% | 75.7%-5.4pp | 81.9%-11.7pp | 67.9%+2.3pp |
| Annual return | 26.28% | 29.90%-3.6pp | 68.23%-42.0pp | 28.85%-2.6pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $13,410 | $7,092+89.1% | $7,758+72.9% | $4,289+212.7% |
| Admin fee / account holder | $34 | $1,266-97.3% | $10,762-99.7% | $1,587-97.9% |