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 MANAGEMENT3 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $60,226 |
WIPFLI LLP3 years Service code 14 · EIN 39-0758449 | Plan Administrator | $27,848 |
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 | $153,394 | $58,879+160.5% | $178,490-14.1% | $73,488+108.7% |
| Participation rate | 77.0% | 66.2%+10.8pp | 81.9%-4.9pp | 70.7%+6.3pp |
| Annual return | 17.10% | 24.86%-7.8pp | 151.07%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $7,449 | $2,236+233.1% | $5,011+48.7% | $2,270+228.1% |
| Participant deferral / active EE | $5,102 | $2,567+98.7% | $5,202-1.9% | $3,740+36.4% |
| Admin fee / account holder | $425 | $400+6.2% | $13,984-97.0% | $513-17.1% |