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 |
|---|---|---|
Filed as: PETERSEN CPAS AND ADVISORS PLLC Service code 15 3702 KERN RD · YAKIMA, WA 98902 | Recordkeeping | $6,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,176 | $60,989-68.6% | $60,874-68.5% | $66,914-71.3% |
| Participation rate | 87.1% | 74.5%+12.6pp | 73.1%+13.9pp | 69.8%+17.3pp |
| Annual return | 36.21% | -9.60%+45.8pp | 16.90%+19.3pp | 1.58%+34.6pp |
| Employer contribution / active EE | $2,366 | $2,661-11.1% | $2,701-12.4% | $2,544-7.0% |
| Participant deferral / active EE | $1,267 | $3,615-64.9% | $3,817-66.8% | $4,237-70.1% |
| Admin fee / account holder | $61 | $338-82.1% | $3,224-98.1% | $593-89.8% |