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 ORCHOSKY4+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $90,244 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $83,146 |
MGO INVESTMENT ADVISORS4+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $44,528 |
ZINNER & CO., LAP4+ years Service code 10 29125 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $11,800 |
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 | $108,217 | $86,332+25.3% | $125,175-13.5% | $65,185+66.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 4.85% | 27.43%-22.6pp | 43.79%-38.9pp | 29.38%-24.5pp |
| Employer contribution / active EE | $2,630 | $2,040+28.9% | $3,865-32.0% | $2,177+20.8% |
| Participant deferral / active EE | $3,981 | $3,537+12.5% | $4,937-19.4% | $3,514+13.3% |
| Admin fee / account holder | $1,380 | $609+126.6% | $9,702-85.8% | $847+62.9% |