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 MANAGEMENT11+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $25,177 |
ALERUS FINANCIAL, N.A.11+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,099 |
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 | $67,843 | $87,870-22.8% | $113,168-40.1% | $74,304-8.7% |
| Participation rate | 53.8% | 70.7%-17.0pp | 76.6%-22.8pp | 60.3%-6.6pp |
| Annual return | 18.42% | 26.44%-8.0pp | 24.27%-5.8pp | 29.43%-11.0pp |
| Employer contribution / active EE | $626 | $2,277-72.5% | $2,975-78.9% | $2,241-72.0% |
| Participant deferral / active EE | $1,956 | $4,241-53.9% | $5,107-61.7% | $3,767-48.1% |
| Admin fee / account holder | $264 | $3,368-92.2% | $12,068-97.8% | $2,969-91.1% |