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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $144,498 |
MOSKAL GROSS ORCHOSKY5+ years Service code 15 24400 CHAGRIN BLVD #310 · BEACHWOOD, OH 44122 | Recordkeeping | $42,991 |
MGO INVESTMENT ADVISORS4 years Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $27,434 |
Filed as: THORNHILL FINANCIAL LLC Service code 10 18400 PEARL RD · STRONGSVILLE, OH 44136 | Accounting | $8,500 |
MOSKAL GROSS ORCHOSKY4 years Filed as: MOSKAL GROSS ORCHOSKY, Service code 15 | Recordkeeping | $5,144 |
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 | $44,071 | $100,801-56.3% | $149,696-70.6% | $73,409-40.0% |
| Participation rate | 79.0% | 77.7%+1.3pp | 82.5%-3.4pp | 72.2%+6.9pp |
| Annual return | 11.07% | 265.34%-254.3pp | 276.60%-265.5pp | 59.29%-48.2pp |
| Employer contribution / active EE | $924 | $3,312-72.1% | $4,644-80.1% | $2,234-58.6% |
| Participant deferral / active EE | $3,275 | $6,404-48.9% | $6,842-52.1% | $3,805-13.9% |
| Admin fee / account holder | $111 | $181-38.8% | $9,309-98.8% | $158-29.9% |