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 Filed as: WESPAC ADVISORS, LLC Service code 27 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Advisory (Plan) | $6,905 |
WESPAC PLAN SERVICES, LLC1+ years Filed as: WESPAC PLAN SERVICE, LLC Service code 13 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Contract Administrator | $4,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,306 | $76,552-61.7% | $123,892-76.3% | $62,891-53.4% |
| Participation rate | 30.4% | 73.0%-42.5pp | 81.4%-51.0pp | 69.3%-38.9pp |
| Annual return | 1.79% | 18.68%-16.9pp | 47.52%-45.7pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,921 | $4,840+22.3% | $5,984-1.1% | $3,203+84.9% |
| Admin fee / account holder | $151 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |