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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONENATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,330 |
MGO INVESTMENT ADVISORS2+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 441225632 | Advisory (Participants) | $23,871 |
MOSKAL GROSS ORCHOSKY2+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 441225632 | Recordkeeping | $6,966 |
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 | $66,855 | $60,165+11.1% | $74,183-9.9% | $55,167+21.2% |
| Participation rate | 99.2% | 74.2%+25.1pp | 76.6%+22.6pp | 69.0%+30.3pp |
| Annual return | 5.04% | 10.00%-5.0pp | 17.74%-12.7pp | 169.23%-164.2pp |
| Employer contribution / active EE | $2,693 | $1,600+68.4% | $2,370+13.6% | $1,963+37.2% |
| Participant deferral / active EE | $1,797 | $2,973-39.6% | $3,550-49.4% | $3,054-41.2% |
| Admin fee / account holder | $19 | $419-95.4% | $5,586-99.7% | $504-96.2% |