See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,472 |
MGO INVESTMENT ADVISORS7+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $8,468 |
MOSKAL GROSS ORCHOSKY7+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $6,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,844 | $65,061-37.2% | $143,757-71.6% | $66,914-39.0% |
| Participation rate | 67.0% | 65.2%+1.8pp | 80.3%-13.3pp | 69.8%-2.8pp |
| Annual return | -14.09% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,870 | $2,361+21.6% | $4,951-42.0% | $2,544+12.8% |
| Participant deferral / active EE | $1,074 | $2,919-63.2% | $5,637-81.0% | $4,237-74.7% |
| Admin fee / account holder | $276 | $502-45.0% | $14,673-98.1% | $593-53.5% |