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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $54,456 |
MGO INVESTMENT ADVISORS1+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 441225632 | Advisory (Participants) | $24,502 |
MOSKAL GROSS ORCHOSKY1+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 441225632 | Recordkeeping | $7,993 |
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 | $76,474 | $54,320+40.8% | $67,652+13.0% | $52,331+46.1% |
| Participation rate | 77.4% | 73.6%+3.8pp | 75.7%+1.8pp | 68.1%+9.3pp |
| Annual return | -0.68% | 6.81%-7.5pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $940 | $1,544-39.1% | $2,266-58.5% | $1,882-50.1% |
| Participant deferral / active EE | $1,872 | $2,950-36.5% | $3,560-47.4% | $3,022-38.1% |
| Admin fee / account holder | $28 | $527-94.6% | $4,821-99.4% | $592-95.2% |