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 ORCHOSKY7+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $98,706 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $65,672 |
MGO INVESTMENT ADVISORS7+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $63,179 |
ZINNER & CO., LAP7+ years Service code 10 29125 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $12,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,602 | $86,655+32.3% | $119,609-4.2% | $66,914+71.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 3.02% | -8.00%+11.0pp | -14.97%+18.0pp | 1.58%+1.4pp |
| Employer contribution / active EE | $4,063 | $2,536+60.2% | $4,232-4.0% | $2,544+59.7% |
| Participant deferral / active EE | $4,356 | $4,3580% | $5,602-22.2% | $4,237+2.8% |
| Admin fee / account holder | $1,144 | $755+51.5% | $10,323-88.9% | $593+92.8% |