See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,144 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN Service code 15 | Recordkeeping | $29,658 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN INVESTMENT ADVISORS Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 441225632 | Advisory (Participants) | $26,169 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN INC Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $2,490 |
CIUNI & PANICHI, INC.2 years Filed as: CIUNI & PANICHI INC Service code 10 25201 CHAGRIN BLVD · CLEVELAND, OH 441225683 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,933 | $86,929+1.2% | $102,423-14.1% | $80,856+8.8% |
| Participation rate | 95.9% | 72.4%+23.5pp | 76.5%+19.4pp | 67.6%+28.3pp |
| Annual return | 14.87% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,276 | $2,369-46.2% | $3,023-57.8% | $2,755-53.7% |
| Participant deferral / active EE | $3,534 | $4,118-14.2% | $5,053-30.1% | $4,296-17.7% |
| Admin fee / account holder | $335 | $8,049-95.8% | $9,451-96.5% | $6,918-95.2% |