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 |
|---|---|---|
MGO ONE SEVEN LLC3 years Filed as: MGO ONE SEVEN, LLC Service code 15 · EIN 88-2000569 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $64,365 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,534 |
MGO ONE SEVEN LLC1 year Service code 15 · EIN 88-2000569 24400 CHAGRIN BLVD SUITE 310 · BEACHWOOD, OH 44122 | Recordkeeping | $50,033 |
MGO SECURITIES CORP1 year Service code 26 · EIN 34-1783986 24400 CHAGRIN BLVD SUITE 301 · BEACHWOOD, OH 44122 | Advisory (Participants) | $33,884 |
MGO INVESTMENT ADVISORS3 years Filed as: MGO INVESTMENT ADVISORS, INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $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 | $80,691 | $79,171+1.9% | $102,423-21.2% | $74,495+8.3% |
| Participation rate | 85.5% | 74.8%+10.7pp | 76.5%+9.0pp | 67.2%+18.3pp |
| Annual return | 11.20% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,455 | $2,362-38.4% | $3,023-51.9% | $2,623-44.5% |
| Participant deferral / active EE | $4,315 | $4,415-2.3% | $5,053-14.6% | $4,346-0.7% |
| Admin fee / account holder | $406 | $2,001-79.7% | $9,451-95.7% | $1,942-79.1% |