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 10-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 |
|---|---|---|
Filed as: WESPAC ADVISORS, LLC Service code 13 · EIN 26-2824668 2001 BROADWAY · OAKLAND, CA 94612 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,086 | $52,953+7.8% | $172,739-67.0% | $65,185-12.4% |
| Participation rate | 51.2% | 66.2%-15.0pp | 82.6%-31.5pp | 70.2%-19.0pp |
| Annual return | 22.63% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,679 | $2,190-23.3% | $5,143-67.3% | $2,177-22.8% |
| Participant deferral / active EE | $3,891 | $2,471+57.5% | $5,198-25.1% | $3,514+10.7% |
| Admin fee / account holder | $41 | $472-91.3% | $13,954-99.7% | $847-95.2% |