See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $166,426 |
MGO INVESTMENT ADVISORS4+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Advisory (Participants) | $104,766 |
MOSKAL GROSS ORCHOSKY4+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Recordkeeping | $27,402 |
MOSKAL GROSS ORCHOSKY4+ years Service code 15 | Recordkeeping | $19,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,439 | $56,095-31.5% | $178,490-78.5% | $90,288-57.4% |
| Participation rate | 30.2% | 65.6%-35.3pp | 81.9%-51.7pp | 73.4%-43.1pp |
| Annual return | 14.74% | 28.81%-14.1pp | 151.07%-136.3pp | 53.97%-39.2pp |
| Employer contribution / active EE | $184 | $1,572-88.3% | $5,011-96.3% | $2,524-92.7% |
| Participant deferral / active EE | $1,025 | $2,669-61.6% | $5,202-80.3% | $4,232-75.8% |
| Admin fee / account holder | $180 | $101+79.2% | $13,984-98.7% | $114+58.2% |