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 MANAGEMENT5+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $26,751 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,864 |
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 | $69,192 | $65,376+5.8% | $87,100-20.6% | $65,185+6.1% |
| Participation rate | 58.2% | 75.3%-17.2pp | 76.9%-18.7pp | 70.2%-12.0pp |
| Annual return | 19.22% | 31.27%-12.1pp | 28.19%-9.0pp | 29.38%-10.2pp |
| Employer contribution / active EE | $554 | $1,822-69.6% | $2,521-78.0% | $2,177-74.5% |
| Participant deferral / active EE | $1,742 | $3,388-48.6% | $4,049-57.0% | $3,514-50.4% |
| Admin fee / account holder | $260 | $520-49.9% | $7,497-96.5% | $847-69.3% |