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 10-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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,633 |
MGO INVESTMENT ADVISORS3+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $18,057 |
MOSKAL GROSS ORCHOSKY3+ years Service code 26 | Advisory (Participants) | $14,647 |
MOSKAL GROSS ORCHOSKY3+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $12,198 |
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 | $51,382 | $64,909-20.8% | $82,313-37.6% | $62,292-17.5% |
| Participation rate | 85.9% | 74.9%+11.0pp | 76.9%+9.0pp | 69.5%+16.3pp |
| Annual return | 11.69% | 21.18%-9.5pp | 25.88%-14.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $807 | $1,676-51.8% | $2,428-66.8% | $2,042-60.5% |
| Participant deferral / active EE | $2,241 | $3,103-27.8% | $3,706-39.5% | $3,169-29.3% |
| Admin fee / account holder | $168 | $440-61.7% | $5,608-97.0% | $479-64.9% |