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 5-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, LLC2+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $16,403 |
WESPAC PLAN SERVICES, LLC2+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $10,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,584 | $63,745-63.0% | $98,442-76.0% | $79,386-70.3% |
| Participation rate | 84.2% | 69.9%+14.3pp | 73.3%+10.9pp | 70.7%+13.5pp |
| Annual return | 13.53% | 625.80%-612.3pp | 1492.73%-1479.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,305 | $2,557-9.9% | $2,960-22.1% | $2,427-5.1% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $110 | $516-78.7% | $5,949-98.2% | $626-82.5% |