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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $166,353 |
MOSKAL GROSS ORCHOSKY6+ years Service code 15 24400 CHAGRIN BLVD #310 · BEACHWOOD, OH 44122 | Recordkeeping | $57,843 |
MGO INVESTMENT ADVISORS5 years Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $38,585 |
THORNHILL FINANCIAL, INC.2 years Filed as: THORNHILL FINANCIAL LLC Service code 10 18400 PEARL RD · STRONGSVILLE, OH 44136 | Accounting | $8,500 |
MOSKAL GROSS ORCHOSKY5 years Filed as: MOSKAL GROSS ORCHOSKY, Service code 15 | Recordkeeping | $7,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,391 | $87,125-33.0% | $108,410-46.1% | $86,799-32.7% |
| Participation rate | 79.7% | 80.5%-0.8pp | 80.1%-0.4pp | 72.3%+7.4pp |
| Annual return | 26.30% | 25.21%+1.1pp | 905.27%-879.0pp | 97.91%-71.6pp |
| Employer contribution / active EE | $1,183 | $2,477-52.2% | $3,558-66.7% | $2,405-50.8% |
| Participant deferral / active EE | $3,672 | $6,944-47.1% | $6,563-44.1% | $4,131-11.1% |
| Admin fee / account holder | $153 | $130+17.6% | $7,295-97.9% | $170-9.7% |