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 ORCHOSKY5+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $90,658 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $84,769 |
MGO INVESTMENT ADVISORS5+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $43,732 |
ZINNER & CO., LAP5+ years Service code 10 29125 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $0 |
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 | $91,860 | $81,474+12.7% | $133,956-31.4% | $73,488+25.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -9.74% | 19.40%-29.1pp | 45.09%-54.8pp | 28.51%-38.3pp |
| Employer contribution / active EE | $2,519 | $2,209+14.0% | $3,919-35.7% | $2,270+11.0% |
| Participant deferral / active EE | $3,494 | $3,786-7.7% | $5,048-30.8% | $3,740-6.6% |
| Admin fee / account holder | $1,288 | $713+80.6% | $8,927-85.6% | $513+151.0% |