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, LLC4+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $17,774 |
WESPAC PLAN SERVICES, LLC4+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $9,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,883 | $58,264-57.3% | $86,612-71.3% | $71,457-65.2% |
| Participation rate | 67.1% | 65.0%+2.1pp | 71.7%-4.6pp | 67.9%-0.9pp |
| Annual return | 15.12% | 21.63%-6.5pp | 591.07%-575.9pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,296 | $2,574-10.8% | $3,022-24.0% | $2,588-11.3% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $143 | $1,057-86.5% | $5,614-97.5% | $1,587-91.0% |