See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT4 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $89,499 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $15,277 |
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 | $179,210 | $50,982+251.5% | $154,803+15.8% | $85,563+109.4% |
| Participation rate | 96.9% | 59.8%+37.1pp | 78.1%+18.8pp | 66.0%+30.9pp |
| Annual return | 13.86% | 30.35%-16.5pp | 58.88%-45.0pp | 31.51%-17.7pp |
| Employer contribution / active EE | $8,685 | $1,708+408.4% | $4,305+101.7% | $2,654+227.3% |
| Participant deferral / active EE | $7,587 | $2,474+206.6% | $5,540+36.9% | $4,375+73.4% |
| Admin fee / account holder | $319 | $846-62.2% | $14,329-97.8% | $834-61.7% |