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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT1 year Service code 26 · EIN 46-2793932 | Advisory (Participants) | $47,705 |
WIPFLI LLP1 year Service code 14 · EIN 39-0758449 | Plan Administrator | $18,954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,163 | $47,977+183.8% | $154,107-11.6% | $56,287+141.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.20% | 3.54%-7.7pp | 735.12%-739.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $9,430 | $2,169+334.8% | $5,298+78.0% | $2,111+346.7% |
| Participant deferral / active EE | $6,481 | $2,392+171.0% | $5,081+27.6% | $3,350+93.5% |
| Admin fee / account holder | $466 | $438+6.4% | $13,411-96.5% | $521-10.5% |