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 ORCHOSKY3+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $46,178 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,236 |
MGO INVESTMENT ADVISORS3+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $25,987 |
MOSKAL GROSS ORCHOSKY1 year Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 | Recordkeeping | $20,962 |
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 | $77,784 | $64,909+19.8% | $82,313-5.5% | $62,292+24.9% |
| Participation rate | 84.0% | 74.9%+9.1pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 13.45% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,125 | $1,676-32.9% | $2,428-53.7% | $2,042-44.9% |
| Participant deferral / active EE | $3,508 | $3,103+13.0% | $3,706-5.4% | $3,169+10.7% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |