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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,419 |
MGO INVESTMENT ADVISORS5+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $22,192 |
MOSKAL GROSS ORCHOSKY5+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $20,554 |
MOSKAL GROSS ORCHOSKY5+ years Service code 15 | Recordkeeping | $4,161 |
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 | $47,935 | $65,376-26.7% | $87,100-45.0% | $65,185-26.5% |
| Participation rate | 71.1% | 75.3%-4.2pp | 76.9%-5.7pp | 70.2%+0.9pp |
| Annual return | 16.30% | 31.27%-15.0pp | 28.19%-11.9pp | 29.38%-13.1pp |
| Employer contribution / active EE | $723 | $1,822-60.3% | $2,521-71.3% | $2,177-66.8% |
| Participant deferral / active EE | $2,265 | $3,388-33.2% | $4,049-44.1% | $3,514-35.6% |
| Admin fee / account holder | $192 | $520-63.0% | $7,497-97.4% | $847-77.3% |