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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT2 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $38,655 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,112 | $122,239-33.6% | $184,203-56.0% | $74,495+8.9% |
| Participation rate | 92.3% | 85.5%+6.8pp | 86.8%+5.5pp | 67.2%+25.1pp |
| Annual return | 15.04% | 19.95%-4.9pp | 28.81%-13.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,216 | $4,537-29.1% | $6,427-50.0% | $2,623+22.6% |
| Participant deferral / active EE | $7,606 | $7,139+6.5% | $9,131-16.7% | $4,346+75.0% |
| Admin fee / account holder | $346 | $1,260-72.5% | $13,901-97.5% | $1,942-82.2% |