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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,379 |
MOSKAL GROSS ORCHOSKY4+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $15,594 |
MGO INVESTMENT ADVISORS4+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $4,979 |
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 | $47,888 | $59,186-19.1% | $76,768-37.6% | $56,287-14.9% |
| Participation rate | 80.7% | 75.2%+5.5pp | 77.0%+3.7pp | 69.9%+10.8pp |
| Annual return | -4.16% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $772 | $1,759-56.1% | $2,485-68.9% | $2,111-63.4% |
| Participant deferral / active EE | $2,451 | $3,255-24.7% | $3,852-36.4% | $3,350-26.8% |
| Admin fee / account holder | $186 | $489-62.0% | $6,675-97.2% | $521-64.3% |