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 |
|---|---|---|
MGO INVESTMENT ADVISORS8 years Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $0 |
MOSKAL GROSS ORCHOSKY9+ years Service code 15 24400 CHAGRIN BLVD #310 · BEACHWOOD, OH 44122 | Recordkeeping | $0 |
MOSKAL GROSS ORCHOSKY8 years Filed as: MOSKAL GROSS ORCHOSKY, Service code 15 | Recordkeeping | $0 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
SIKICH LLP1 year Filed as: SIKICH LLC Service code 10 18400 PEARL RD · STRONGSVILLE, OH 44136 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,884 | $89,808-26.6% | $100,391-34.4% | $77,643-15.1% |
| Participation rate | 81.4% | 81.2%+0.2pp | 81.5%-0.1pp | 70.6%+10.8pp |
| Annual return | 29.44% | 20.62%+8.8pp | 49.20%-19.8pp | 31.24%-1.8pp |
| Employer contribution / active EE | $1,465 | $3,039-51.8% | $3,942-62.8% | $2,726-46.2% |
| Participant deferral / active EE | $4,820 | $8,284-41.8% | $8,082-40.4% | $4,647+3.7% |
| Admin fee / account holder | $559 | $174+220.8% | $7,899-92.9% | $430+30.0% |