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 Service code 26 · EIN 46-2793932 | Advisory (Participants) | $57,380 |
WIPFLI LLP2 years Service code 15 · EIN 39-0758449 | Recordkeeping | $35,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,667 | $58,879+137.2% | $178,490-21.8% | $73,488+90.1% |
| Participation rate | 82.7% | 66.2%+16.5pp | 81.9%+0.7pp | 70.7%+12.0pp |
| Annual return | 13.56% | 24.86%-11.3pp | 151.07%-137.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $4,747 | $2,236+112.3% | $5,011-5.3% | $2,270+109.1% |
| Participant deferral / active EE | $3,770 | $2,567+46.8% | $5,202-27.5% | $3,740+0.8% |
| Admin fee / account holder | $446 | $400+11.4% | $13,984-96.8% | $513-13.0% |