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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $163,667 |
MOSKAL GROSS ORCHOSKY7+ years Service code 15 24400 CHAGRIN BLVD #310 · BEACHWOOD, OH 44122 | Recordkeeping | $55,574 |
MGO INVESTMENT ADVISORS6 years Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $48,973 |
MOSKAL GROSS ORCHOSKY6 years Filed as: MOSKAL GROSS ORCHOSKY, Service code 15 | Recordkeeping | $9,182 |
THORNHILL FINANCIAL, INC.3 years Filed as: THORNHILL FINANCIAL LLC Service code 10 18400 PEARL RD · STRONGSVILLE, OH 44136 | Accounting | $8,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,797 | $64,612-29.1% | $86,436-47.0% | $64,808-29.3% |
| Participation rate | 80.8% | 81.5%-0.7pp | 80.3%+0.4pp | 71.5%+9.3pp |
| Annual return | -20.04% | 0.66%-20.7pp | 4394.89%-4414.9pp | 32.82%-52.9pp |
| Employer contribution / active EE | $1,065 | $2,744-61.2% | $3,769-71.7% | $2,506-57.5% |
| Participant deferral / active EE | $3,736 | $7,497-50.2% | $6,952-46.3% | $4,310-13.3% |
| Admin fee / account holder | $157 | $169-6.8% | $6,731-97.7% | $188-16.1% |