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 | $115,850 |
MOSKAL GROSS ORCHOSKY8+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $79,034 |
MGO INVESTMENT ADVISORS8+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $48,657 |
MOSKAL GROSS ORCHOSKY6 years Filed as: MOSKAL GROSS ORCHOSKY INCL. Service code 15 | Recordkeeping | $9,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,029 | $89,394-73.1% | $70,092-65.7% | $89,394-73.1% |
| Participation rate | 7.5% | 71.3%-63.8pp | 70.5%-63.0pp | 71.3%-63.8pp |
| Annual return | -15.61% | -11.89%-3.7pp | 190.73%-206.3pp | -11.89%-3.7pp |
| Employer contribution / active EE | $68 | $3,022-97.8% | $2,559-97.4% | $3,022-97.8% |
| Participant deferral / active EE | $228 | $5,123-95.5% | $3,849-94.1% | $5,123-95.5% |
| Admin fee / account holder | $107 | $79+34.2% | $6,267-98.3% | $79+34.2% |