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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,366 |
MGO INVESTMENT ADVISORS3 years Filed as: MGO INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $6,525 |
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 | $23,089 | $85,202-72.9% | $172,739-86.6% | $72,985-68.4% |
| Participation rate | 84.9% | 70.1%+14.9pp | 82.6%+2.3pp | 69.5%+15.4pp |
| Annual return | 18.61% | 27.32%-8.7pp | 802.84%-784.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $718 | $3,324-78.4% | $5,143-86.0% | $2,440-70.6% |
| Participant deferral / active EE | $1,334 | $3,260-59.1% | $5,198-74.3% | $3,607-63.0% |
| Admin fee / account holder | $266 | $5,884-95.5% | $13,954-98.1% | $5,124-94.8% |