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 9-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 |
|---|---|---|
MOSKAL GROSS ORCHOSKY1+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $75,544 |
MGO INVESTMENT ADVISORS1+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $40,281 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,555 |
ZINNER & CO., LAP1+ years Service code 10 29125 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $10,250 |
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 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 | $93,398 | $63,924+46.1% | $108,579-14.0% | $55,167+69.3% |
| Participation rate | 97.7% | 74.3%+23.3pp | 79.6%+18.1pp | 69.0%+28.7pp |
| Annual return | -2.76% | 15.31%-18.1pp | -51.70%+48.9pp | 169.23%-172.0pp |
| Employer contribution / active EE | $2,713 | $1,879+44.4% | $3,758-27.8% | $1,963+38.2% |
| Participant deferral / active EE | $3,709 | $3,067+20.9% | $4,311-14.0% | $3,054+21.4% |
| Admin fee / account holder | $880 | $618+42.4% | $7,645-88.5% | $504+74.6% |