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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $62,310 |
MGO INVESTMENT ADVISORS6+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 441225632 | Advisory (Participants) | $32,846 |
MOSKAL GROSS ORCHOSKY6+ years Service code 15 | Recordkeeping | $6,159 |
MOSKAL GROSS ORCHOSKY2 years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $3,669 |
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 | $101,922 | $73,638+38.4% | $95,952+6.2% | $73,488+38.7% |
| Participation rate | 97.3% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 13.16% | 16.78%-3.6pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $676 | $1,863-63.7% | $2,541-73.4% | $2,270-70.2% |
| Participant deferral / active EE | $2,222 | $3,617-38.6% | $4,167-46.7% | $3,740-40.6% |
| Admin fee / account holder | $46 | $482-90.6% | $6,795-99.3% | $513-91.1% |