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) | $53,001 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,211 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,899 | $47,977+85.3% | $154,107-42.3% | $56,287+57.9% |
| Participation rate | 99.5% | 66.2%+33.3pp | 83.0%+16.5pp | 69.9%+29.6pp |
| Annual return | -2.97% | 3.54%-6.5pp | 735.12%-738.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $6,233 | $2,169+187.4% | $5,298+17.7% | $2,111+195.3% |
| Participant deferral / active EE | $4,664 | $2,392+95.0% | $5,081-8.2% | $3,350+39.2% |
| Admin fee / account holder | $312 | $438-28.8% | $13,411-97.7% | $521-40.1% |