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 |
|---|---|---|
MGO ONE SEVEN LLC1 year Service code 15 · EIN 88-2000569 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $31,298 |
MGO SECURITIES CORP1 year Service code 15 · EIN 37-1783986 24400 CHAGRIN BLVD STE 310 · BEACHWOOD, OH 44122 | Recordkeeping | $27,178 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $54,565 | $79,171-31.1% | $102,423-46.7% | $74,495-26.8% |
| Participation rate | 48.0% | 74.8%-26.8pp | 76.5%-28.5pp | 67.2%-19.2pp |
| Annual return | 11.48% | 54.93%-43.5pp | 29.32%-17.8pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $659 | $2,362-72.1% | $3,023-78.2% | $2,623-74.9% |
| Participant deferral / active EE | $1,671 | $4,415-62.2% | $5,053-66.9% | $4,346-61.6% |
| Admin fee / account holder | $202 | $2,001-89.9% | $9,451-97.9% | $1,942-89.6% |