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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,434 |
MGO INVESTMENT ADVISORS5+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $7,351 |
MOSKAL GROSS ORCHOSKY5+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $1,378 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,065 | $58,879-45.5% | $178,490-82.0% | $73,488-56.4% |
| Participation rate | 74.4% | 66.2%+8.1pp | 81.9%-7.6pp | 70.7%+3.7pp |
| Annual return | 2.11% | 24.86%-22.8pp | 151.07%-149.0pp | 28.51%-26.4pp |
| Employer contribution / active EE | $2,409 | $2,236+7.7% | $5,011-51.9% | $2,270+6.1% |
| Participant deferral / active EE | $998 | $2,567-61.1% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $229 | $400-42.8% | $13,984-98.4% | $513-55.3% |