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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,034 |
THORNHILL FINANCIAL, INC.2 years Filed as: THORNHILL FINANCIAL Service code 10 18400 PEARL RD · STRONGSVILLE, OH 44136 | Accounting | $7,000 |
MOSKAL GROSS ORCHOSKY3+ years Service code 15 24400 CHAGRIN BLVD #310 · BEACHWOOD, OH 44122 | Recordkeeping | $5,572 |
MOSKAL GROSS ORCHOSKY2 years Filed as: MOSKAL GROSS ORCHOSKY, Service code 15 | Recordkeeping | $1,112 |
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 | $37,446 | $75,388-50.3% | $123,544-69.7% | $55,725-32.8% |
| Participation rate | 78.5% | 75.7%+2.8pp | 82.3%-3.8pp | 70.9%+7.6pp |
| Annual return | 0.98% | 4.48%-3.5pp | 119.20%-118.2pp | 244.93%-243.9pp |
| Employer contribution / active EE | $966 | $3,063-68.5% | $4,628-79.1% | $2,078-53.5% |
| Participant deferral / active EE | $2,840 | $5,651-49.7% | $6,426-55.8% | $3,356-15.4% |
| Admin fee / account holder | $78 | $120-35.1% | $9,284-99.2% | $115-32.5% |