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 27 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Advisory (Plan) | $40,374 |
WESPAC PLAN SERVICES, LLC5+ years Service code 15 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Recordkeeping | $17,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,371 | $88,122-44.0% | $141,162-65.0% | $67,579-26.9% |
| Participation rate | 59.3% | 76.5%-17.1pp | 82.5%-23.2pp | 71.3%-12.0pp |
| Annual return | 40.77% | 75.40%-34.6pp | 71.39%-30.6pp | 378.56%-337.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,633 | $5,958+44.9% | $6,709+28.7% | $3,539+143.9% |
| Admin fee / account holder | $236 | $131+79.9% | $10,261-97.7% | $142+65.5% |