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 MANAGEMENT6+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $20,944 |
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $17,752 |
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 | $77,700 | $73,638+5.5% | $95,952-19.0% | $73,488+5.7% |
| Participation rate | 65.8% | 76.2%-10.3pp | 77.1%-11.3pp | 70.7%-4.9pp |
| Annual return | 16.41% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $635 | $1,863-65.9% | $2,541-75.0% | $2,270-72.0% |
| Participant deferral / active EE | $2,089 | $3,617-42.2% | $4,167-49.9% | $3,740-44.1% |
| Admin fee / account holder | $248 | $482-48.5% | $6,795-96.3% | $513-51.7% |