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 |
|---|---|---|
COSTAROTHBORT LLC1 year Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $10,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $163,335 | $58,726+178.1% | $92,233+77.1% | $62,292+162.2% |
| Participation rate | 59.1% | 68.3%-9.3pp | 76.5%-17.4pp | 69.5%-10.4pp |
| Annual return | 17.94% | 43.62%-25.7pp | 176.28%-158.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,413 | $2,392-40.9% | $3,679-61.6% | $2,042-30.8% |
| Participant deferral / active EE | $5,099 | $2,766+84.3% | $3,897+30.8% | $3,169+60.9% |
| Admin fee / account holder | $140 | $556-74.9% | $5,194-97.3% | $479-70.9% |