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 MANAGEMENT3+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $22,804 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,199 | $64,909+3.5% | $82,313-18.4% | $62,292+7.9% |
| Participation rate | 65.2% | 74.9%-9.7pp | 76.9%-11.7pp | 69.5%-4.3pp |
| Annual return | 21.65% | 21.18%+0.5pp | 25.88%-4.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $518 | $1,676-69.1% | $2,428-78.7% | $2,042-74.6% |
| Participant deferral / active EE | $1,526 | $3,103-50.8% | $3,706-58.8% | $3,169-51.8% |
| Admin fee / account holder | $191 | $440-56.6% | $5,608-96.6% | $479-60.2% |