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, LLC6 years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $39,935 |
WESPAC PLAN SERVICES, LLC6 years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $23,691 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 13 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Contract Administrator | $5,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,456 | $64,839+152.1% | $95,585+71.0% | $84,808+92.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 17.44% | -670.96%+688.4pp | 38.56%-21.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,194 | $1,759+195.3% | $2,527+105.6% | $2,631+97.4% |
| Participant deferral / active EE | $12,620 | $2,965+325.7% | $4,023+213.7% | $4,212+199.7% |
| Admin fee / account holder | $546 | $5,964-90.8% | $6,127-91.1% | $7,344-92.6% |