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 5-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, LLC1+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $12,525 |
WESPAC PLAN SERVICES, LLC1+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $8,830 |
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 | $23,361 | $66,124-64.7% | $90,404-74.2% | $73,488-68.2% |
| Participation rate | 74.7% | 69.7%+5.0pp | 72.7%+2.0pp | 70.7%+4.0pp |
| Annual return | 120.69% | 17.65%+103.0pp | 1293.02%-1172.3pp | 28.51%+92.2pp |
| Employer contribution / active EE | $1,868 | $2,346-20.4% | $3,262-42.7% | $2,270-17.7% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $95 | $396-75.9% | $5,611-98.3% | $513-81.4% |