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, LLC3+ years Filed as: WESPAC ADVISORS, LLC Service code 27 · EIN 26-2824668 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Advisory (Plan) | $7,335 |
WESPAC PLAN SERVICES, LLC2+ years Filed as: WESPAC PLAN SERVICE, LLC Service code 13 · EIN 26-2824865 519 17TH STREET, 5TH FLOOR · OAKLAND, CA 94612 | Contract Administrator | $5,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,336 | $85,766-54.1% | $136,294-71.1% | $70,131-43.9% |
| Participation rate | 27.9% | 74.2%-46.2pp | 81.9%-54.0pp | 69.5%-41.6pp |
| Annual return | 15.55% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,452 | $5,051-31.7% | $6,247-44.7% | $3,332+3.6% |
| Admin fee / account holder | $216 | $5,420-96.0% | $9,243-97.7% | $4,645-95.4% |