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 |
|---|---|---|
MOSKAL GROSS ORCHOSKY1+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $44,143 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,083 |
MGO INVESTMENT ADVISORS1+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $25,769 |
MOSKAL GROSS ORCHOSKY1+ years Service code 15 | Recordkeeping | $16,975 |
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 | $65,302 | $54,320+20.2% | $67,652-3.5% | $52,331+24.8% |
| Participation rate | 83.1% | 73.6%+9.5pp | 75.7%+7.4pp | 68.1%+15.0pp |
| Annual return | -0.96% | 6.81%-7.8pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,146 | $1,544-25.8% | $2,266-49.4% | $1,882-39.1% |
| Participant deferral / active EE | $3,594 | $2,950+21.8% | $3,560+1.0% | $3,022+18.9% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |