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 MANAGEMENT4+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $25,835 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,851 |
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 | $66,388 | $59,186+12.2% | $76,768-13.5% | $56,287+17.9% |
| Participation rate | 64.3% | 75.2%-10.9pp | 77.0%-12.6pp | 69.9%-5.5pp |
| Annual return | -4.36% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $573 | $1,759-67.4% | $2,485-76.9% | $2,111-72.9% |
| Participant deferral / active EE | $1,756 | $3,255-46.1% | $3,852-54.4% | $3,350-47.6% |
| Admin fee / account holder | $255 | $489-48.0% | $6,675-96.2% | $521-51.1% |