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 |
|---|---|---|
WESPAC PLAN SERVICES, LLC4 years Filed as: WESPAC ADVISORS, LLC Service code 13 · EIN 26-2824668 4 ORINDA WAY, SUITE 100-B · ORINDA, CA 94563 | Contract Administrator | $0 |
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 | $69,067 | $46,292+49.2% | $143,757-52.0% | $64,808+6.6% |
| Participation rate | 44.4% | 64.2%-19.8pp | 80.3%-35.9pp | 71.5%-27.1pp |
| Annual return | -15.09% | -10.05%-5.0pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,418 | $1,910-25.7% | $4,951-71.3% | $2,506-43.4% |
| Participant deferral / active EE | $3,336 | $2,646+26.1% | $5,637-40.8% | $4,310-22.6% |
| Admin fee / account holder | $27 | $154-82.6% | $14,673-99.8% | $188-85.8% |