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 | $10,165 |
MGO INVESTMENT ADVISORS2 years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $5,316 |
MOSKAL GROSS ORCHOSKY1 year Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $3,451 |
MGO INVESTMENT ADVISORS1 year Service code 15 | Recordkeeping | $2,045 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,289 | $64,909-71.8% | $82,313-77.8% | $62,292-70.6% |
| Participation rate | 80.9% | 74.9%+6.0pp | 76.9%+4.0pp | 69.5%+11.4pp |
| Annual return | 15.15% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $425 | $1,676-74.6% | $2,428-82.5% | $2,042-79.2% |
| Participant deferral / active EE | $2,430 | $3,103-21.7% | $3,706-34.4% | $3,169-23.3% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |