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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $124,890 |
MOSKAL GROSS ORCHOSKY9+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $42,863 |
MGO INVESTMENT ADVISORS9+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $21,777 |
MOSKAL GROSS ORCHOSKY5 years Filed as: MOSKAL GROSS ORCHOSKY, INC Service code 15 | Recordkeeping | $14,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,888 | $91,407+85.9% | $135,903+25.0% | $71,457+137.7% |
| Participation rate | 91.9% | 75.7%+16.2pp | 81.9%+10.0pp | 67.9%+24.0pp |
| Annual return | 14.28% | 29.90%-15.6pp | 68.23%-53.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $9,251 | $3,703+149.8% | $4,856+90.5% | $2,588+257.5% |
| Participant deferral / active EE | $9,103 | $7,092+28.4% | $7,758+17.3% | $4,289+112.2% |
| Admin fee / account holder | $692 | $1,266-45.3% | $10,762-93.6% | $1,587-56.4% |