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 MANAGEMENT10+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 99 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Other Fees | $20,479 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,013 | $62,127+1.4% | $81,382-22.6% | $74,495-15.4% |
| Participation rate | 84.2% | 64.0%+20.1pp | 69.5%+14.7pp | 67.2%+17.0pp |
| Annual return | 12.92% | 16.48%-3.6pp | 24.73%-11.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $613 | $1,882-67.4% | $2,463-75.1% | $2,623-76.6% |
| Participant deferral / active EE | $2,275 | $3,229-29.5% | $3,883-41.4% | $4,346-47.6% |
| Admin fee / account holder | $286 | $1,934-85.2% | $5,768-95.0% | $1,942-85.3% |