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, LLC3 years Service code 15 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Recordkeeping | $1,845 |
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 | $68,655 | $65,376+5.0% | $87,100-21.2% | $65,185+5.3% |
| Participation rate | 67.0% | 75.3%-8.4pp | 76.9%-9.9pp | 70.2%-3.2pp |
| Annual return | 33.01% | 31.27%+1.7pp | 28.19%+4.8pp | 29.38%+3.6pp |
| Employer contribution / active EE | $747 | $1,822-59.0% | $2,521-70.4% | $2,177-65.7% |
| Participant deferral / active EE | $9,655 | $3,388+184.9% | $4,049+138.5% | $3,514+174.8% |
| Admin fee / account holder | $17 | $520-96.7% | $7,497-99.8% | $847-97.9% |