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, LLC3+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $10,947 |
WESPAC PLAN SERVICES, LLC3+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $10,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,988 | $51,197-59.0% | $82,719-74.6% | $66,914-68.6% |
| Participation rate | 74.3% | 67.8%+6.5pp | 72.6%+1.8pp | 69.8%+4.5pp |
| Annual return | -17.61% | -9.64%-8.0pp | 701.18%-718.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,147 | $2,611-17.7% | $3,009-28.6% | $2,544-15.6% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $96 | $416-77.0% | $5,329-98.2% | $593-83.9% |