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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,253 |
MGO INVESTMENT ADVISORS2 years Filed as: MGO INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $2,061 |
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 | $17,702 | $76,000-76.7% | $154,107-88.5% | $64,186-72.4% |
| Participation rate | 81.3% | 70.4%+10.9pp | 83.0%-1.7pp | 69.6%+11.8pp |
| Annual return | -5.57% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $672 | $3,351-79.9% | $5,298-87.3% | $2,381-71.8% |
| Participant deferral / active EE | $1,167 | $3,175-63.3% | $5,081-77.0% | $3,470-66.4% |
| Admin fee / account holder | $189 | $5,596-96.6% | $13,411-98.6% | $4,888-96.1% |