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 |
|---|---|---|
NATIONWIDE9 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,072 |
MGO ONE SEVEN LLC4 years Filed as: MGO ONE SEVEN Service code 15 2440 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $27,495 |
MGO INVESTMENT ADVISORS2 years Filed as: MGO ONESEVEN INVESTMENT ADVISORS Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $18,546 |
MGO INVESTMENT ADVISORS2 years Filed as: MGO ONESEVEN Service code 15 | Recordkeeping | $3,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,523 | $84,556-28.4% | $116,228-47.9% | $74,304-18.5% |
| Participation rate | 46.2% | 66.0%-19.8pp | 74.6%-28.3pp | 60.3%-14.1pp |
| Annual return | 14.89% | 18.35%-3.5pp | 90.06%-75.2pp | 29.43%-14.5pp |
| Employer contribution / active EE | $203 | $2,168-90.6% | $2,994-93.2% | $2,241-90.9% |
| Participant deferral / active EE | $2,242 | $3,814-41.2% | $4,953-54.7% | $3,767-40.5% |
| Admin fee / account holder | $276 | $3,792-92.7% | $11,989-97.7% | $2,969-90.7% |