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 |
|---|---|---|
WESPAC PLAN SERVICES, LLC2 years Service code 13 · EIN 26-2824865 4 ORINDA WAY, SUITE 100-B · ORINDA, CA 94563 | Contract Administrator | $10,639 |
WESPAC PLAN SERVICES, LLC6 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 | $92,196 | $50,815+81.4% | $155,509-40.7% | $77,643+18.7% |
| Participation rate | 47.2% | 63.1%-15.9pp | 78.2%-31.0pp | 70.6%-23.4pp |
| Annual return | 16.65% | 34.80%-18.2pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $1,970 | $1,993-1.1% | $4,672-57.8% | $2,726-27.7% |
| Participant deferral / active EE | $3,640 | $2,822+29.0% | $5,626-35.3% | $4,647-21.7% |
| Admin fee / account holder | $48 | $437-88.9% | $15,912-99.7% | $430-88.8% |