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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,746 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $3,527 |
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 | $18,500 | $84,233-78.0% | $170,442-89.1% | $70,131-73.6% |
| Participation rate | 87.6% | 70.8%+16.8pp | 83.6%+4.0pp | 69.5%+18.1pp |
| Annual return | 16.60% | 23.06%-6.5pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $683 | $3,387-79.8% | $5,433-87.4% | $2,342-70.8% |
| Participant deferral / active EE | $1,227 | $3,086-60.2% | $4,939-75.2% | $3,332-63.2% |
| Admin fee / account holder | $193 | $5,698-96.6% | $13,880-98.6% | $4,645-95.8% |