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, LLC5+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Advisory (Participants) | $44,788 |
WESPAC PLAN SERVICES, LLC5+ years Service code 13 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Contract Administrator | $35,738 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Securities Custodian | $9,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,555 | $52,953+140.9% | $172,739-26.2% | $65,185+95.7% |
| Participation rate | 83.1% | 66.2%+16.9pp | 82.6%+0.5pp | 70.2%+12.9pp |
| Annual return | 20.85% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.5pp |
| Employer contribution / active EE | $7,810 | $2,190+256.7% | $5,143+51.9% | $2,177+258.8% |
| Participant deferral / active EE | $5,179 | $2,471+109.6% | $5,198-0.4% | $3,514+47.4% |
| Admin fee / account holder | $460 | $472-2.4% | $13,954-96.7% | $847-45.7% |