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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $123,013 |
MOSKAL GROSS ORCHOSKY4+ years Service code 15 24400 CHAGRIN BLVD #310 · BEACHWOOD, OH 44122 | Recordkeeping | $40,571 |
MGO INVESTMENT ADVISORS3 years Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $19,542 |
THORNHILL FINANCIAL, INC.3 years Filed as: THORNHILL FINANCIAL Service code 10 18400 PEARL RD · STRONGSVILLE, OH 44136 | Accounting | $7,000 |
MOSKAL GROSS ORCHOSKY3 years Filed as: MOSKAL GROSS ORCHOSKY, Service code 15 | Recordkeeping | $3,664 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,406 | $88,122-54.1% | $141,162-71.4% | $67,579-40.2% |
| Participation rate | 75.6% | 76.5%-0.8pp | 82.5%-6.9pp | 71.3%+4.3pp |
| Annual return | 13.18% | 75.40%-62.2pp | 71.39%-58.2pp | 378.56%-365.4pp |
| Employer contribution / active EE | $776 | $3,224-75.9% | $4,735-83.6% | $2,148-63.9% |
| Participant deferral / active EE | $2,824 | $5,958-52.6% | $6,709-57.9% | $3,539-20.2% |
| Admin fee / account holder | $97 | $131-25.8% | $10,261-99.1% | $142-31.7% |