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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $145,917 |
MOSKAL GROSS ORCHOSKY8+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $43,100 |
MGO INVESTMENT ADVISORS8+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $22,613 |
MOSKAL GROSS ORCHOSKY4 years Filed as: MOSKAL GROSS ORCHOSKY, INC Service code 15 | Recordkeeping | $17,301 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,493 | $84,487+81.7% | $125,339+22.5% | $66,914+129.4% |
| Participation rate | 97.4% | 76.4%+21.0pp | 82.4%+15.0pp | 69.8%+27.6pp |
| Annual return | -14.65% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $12,512 | $3,553+252.2% | $4,814+159.9% | $2,544+391.8% |
| Participant deferral / active EE | $13,688 | $6,781+101.9% | $7,446+83.8% | $4,237+223.1% |
| Admin fee / account holder | $655 | $685-4.4% | $10,010-93.5% | $593+10.3% |