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 ORCHOSKY8+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $91,752 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,916 |
MGO INVESTMENT ADVISORS8+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $56,492 |
ZINNER & CO., LAP8+ years Service code 10 29125 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $13,200 |
ASCENSUS LLC1 year Filed as: CAP FINANCIAL Service code 26 PO BOX 89652 · CHARLOTTE, NC 282896952 | Advisory (Participants) | $7,500 |
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 | $76,480 | $82,978-7.8% | $129,995-41.2% | $71,457+7.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | -6.60% | 20.60%-27.2pp | -137.18%+130.6pp | 28.85%-35.4pp |
| Employer contribution / active EE | $3,477 | $2,622+32.6% | $4,320-19.5% | $2,588+34.4% |
| Participant deferral / active EE | $5,202 | $4,432+17.4% | $5,820-10.6% | $4,289+21.3% |
| Admin fee / account holder | $794 | $1,729-54.0% | $10,614-92.5% | $1,587-49.9% |