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, LLC2 years Service code 15 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Recordkeeping | $1,625 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,545 | $59,186-39.9% | $76,768-53.7% | $56,287-36.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -2.07% | 6.62%-8.7pp | 2.43%-4.5pp | -9.96%+7.9pp |
| Employer contribution / active EE | $692 | $1,759-60.6% | $2,485-72.2% | $2,111-67.2% |
| Participant deferral / active EE | $8,287 | $3,255+154.6% | $3,852+115.2% | $3,350+147.4% |
| Admin fee / account holder | $11 | $489-97.7% | $6,675-99.8% | $521-97.9% |