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 ORCHOSKY2+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $45,866 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,219 |
MGO INVESTMENT ADVISORS2+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $24,339 |
MOSKAL GROSS ORCHOSKY2+ years Service code 15 | Recordkeeping | $18,412 |
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 | $67,879 | $60,165+12.8% | $74,183-8.5% | $55,167+23.0% |
| Participation rate | 82.7% | 74.2%+8.5pp | 76.6%+6.0pp | 69.0%+13.7pp |
| Annual return | 7.62% | 10.00%-2.4pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,075 | $1,600-32.8% | $2,370-54.7% | $1,963-45.2% |
| Participant deferral / active EE | $3,375 | $2,973+13.5% | $3,550-4.9% | $3,054+10.5% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |