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 |
|---|---|---|
MOSKAL GROSS ORCHOSKY6+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Recordkeeping | $221,755 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $182,559 |
MGO INVESTMENT ADVISORS6+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Advisory (Participants) | $66,691 |
MOSKAL GROSS ORCHOSKY6+ years Service code 15 | Recordkeeping | $24,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,506 | $45,000-16.7% | $143,757-73.9% | $77,904-51.9% |
| Participation rate | 26.1% | 66.8%-40.7pp | 80.3%-54.2pp | 73.7%-47.5pp |
| Annual return | -16.26% | 29.03%-45.3pp | -0.04%-16.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $178 | $1,870-90.5% | $4,951-96.4% | $2,848-93.8% |
| Participant deferral / active EE | $1,018 | $3,157-67.7% | $5,637-81.9% | $4,806-78.8% |
| Admin fee / account holder | $324 | $98+228.7% | $14,673-97.8% | $133+144.1% |