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 MANAGEMENT1+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 99 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Other Fees | $21,578 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,345 | $48,274+68.5% | $63,517+28.1% | $59,632+36.4% |
| Participation rate | 90.8% | 66.3%+24.5pp | 71.0%+19.8pp | 68.7%+22.1pp |
| Annual return | -1.19% | -240.79%+239.6pp | -70.30%+69.1pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,192 | $2,343-6.4% | $2,953-25.8% | $3,192-31.3% |
| Admin fee / account holder | $244 | $3,600-93.2% | $5,892-95.9% | $4,297-94.3% |