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, LLC4 years Service code 15 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Recordkeeping | $27,760 |
WESPAC PLAN SERVICES, LLC3 years Filed as: WESPAC ADVISORS, LLC Service code 51 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Investment Mgmt Fees | $0 |
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 | $49,736 | $99,957-50.2% | $149,696-66.8% | $73,488-32.3% |
| Participation rate | 76.0% | 75.7%+0.3pp | 82.5%-6.5pp | 70.7%+5.3pp |
| Annual return | 18.94% | 53.87%-34.9pp | 276.60%-257.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,380 | $3,191-56.7% | $4,644-70.3% | $2,270-39.2% |
| Participant deferral / active EE | $10,044 | $6,073+65.4% | $6,842+46.8% | $3,740+168.6% |
| Admin fee / account holder | $127 | $551-77.0% | $9,309-98.6% | $513-75.3% |