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 10 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Accounting | $30,919 |
WESPAC PLAN SERVICES, LLC2 years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $27,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,959 | $45,312+131.6% | $86,233+21.7% | $67,986+54.4% |
| Participation rate | 68.9% | 42.4%+26.5pp | 69.0%-0.1pp | 57.2%+11.7pp |
| Annual return | 12.72% | 24.79%-12.1pp | 61.39%-48.7pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,814 | $1,160+56.4% | $2,504-27.6% | $2,019-10.1% |
| Participant deferral / active EE | $3,500 | $2,185+60.2% | $4,559-23.2% | $3,358+4.2% |
| Admin fee / account holder | $470 | $3,295-85.7% | $8,342-94.4% | $3,203-85.3% |