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 MANAGEMENT7+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $81,384 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $34,208 |
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 | $128,910 | $61,156+110.8% | $185,823-30.6% | $79,386+62.4% |
| Participation rate | 99.6% | 66.6%+33.0pp | 81.7%+17.9pp | 70.7%+28.9pp |
| Annual return | 14.91% | 19.45%-4.5pp | 122.05%-107.1pp | 116.85%-101.9pp |
| Employer contribution / active EE | $6,765 | $2,321+191.5% | $5,167+30.9% | $2,427+178.7% |
| Participant deferral / active EE | $5,547 | $2,789+98.9% | $5,568-0.4% | $4,046+37.1% |
| Admin fee / account holder | $375 | $710-47.1% | $16,237-97.7% | $626-40.1% |