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 ADVISORS1 year Filed as: MGO ONESEVEN Service code 15 24400 CHAGRIN BLVD #310 · BEACHWOOD, OH 44122 | Recordkeeping | $190,285 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $177,451 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 1415 W. DIEHL RD STE 400 · NAPERVILLE, IL 60563 | Accounting | $7,500 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN INVESTMENT ADVISORS Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,822 | $108,719-26.6% | $101,326-21.2% | $85,563-6.7% |
| Participation rate | 76.3% | 80.9%-4.5pp | 81.5%-5.2pp | 66.0%+10.4pp |
| Annual return | 17.45% | 20.95%-3.5pp | 36.82%-19.4pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,492 | $3,114-52.1% | $3,665-59.3% | $2,654-43.8% |
| Participant deferral / active EE | $4,747 | $8,545-44.4% | $7,994-40.6% | $4,375+8.5% |
| Admin fee / account holder | $195 | $685-71.5% | $11,185-98.3% | $834-76.6% |