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 10-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 |
|---|---|---|
Service code 13 · EIN 26-2824865 4 ORINDA WAY, SUITE 100-B · ORINDA, CA 94563 | Contract Administrator | $9,361 |
WESPAC PLAN SERVICES, LLC5 years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY, SUITE 100-B · ORINDA, CA 94563 | Advisory (Participants) | $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 | $88,074 | $47,126+86.9% | $149,673-41.2% | $74,419+18.3% |
| Participation rate | 46.2% | 63.4%-17.2pp | 78.8%-32.6pp | 70.7%-24.5pp |
| Annual return | 18.83% | 22.75%-3.9pp | 134.42%-115.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,934 | $1,905+1.5% | $4,818-59.9% | $2,637-26.7% |
| Participant deferral / active EE | $3,595 | $2,728+31.8% | $5,680-36.7% | $4,528-20.6% |
| Admin fee / account holder | $46 | $343-86.5% | $13,210-99.7% | $348-86.7% |