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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $175,019 |
MOSKAL GROSS ORCHOSKY8+ years Service code 15 24400 CHAGRIN BLVD #310 · BEACHWOOD, OH 44122 | Recordkeeping | $70,012 |
MGO INVESTMENT ADVISORS7 years Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $55,160 |
MOSKAL GROSS ORCHOSKY7 years Filed as: MOSKAL GROSS ORCHOSKY, Service code 15 | Recordkeeping | $11,570 |
THORNHILL FINANCIAL, INC.4 years Filed as: THORNHILL FINANCIAL LLC Service code 10 18400 PEARL RD · STRONGSVILLE, OH 44136 | Accounting | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,640 | $89,282-45.5% | $94,646-48.6% | $74,419-34.6% |
| Participation rate | 79.8% | 82.4%-2.7pp | 80.8%-1.1pp | 70.7%+9.0pp |
| Annual return | 8.64% | 25.96%-17.3pp | 156.71%-148.1pp | 34.38%-25.7pp |
| Employer contribution / active EE | $1,137 | $3,022-62.4% | $3,672-69.0% | $2,637-56.9% |
| Participant deferral / active EE | $4,126 | $8,425-51.0% | $7,418-44.4% | $4,528-8.9% |
| Admin fee / account holder | $368 | $219+68.3% | $7,231-94.9% | $348+5.8% |