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 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $17,795 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,003 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,093 | $54,726+28.1% | $68,793+1.9% | $64,186+9.2% |
| Participation rate | 92.0% | 68.0%+23.9pp | 72.2%+19.7pp | 69.6%+22.4pp |
| Annual return | -3.97% | -1.62%-2.4pp | -4.63%+0.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,073 | $2,626-21.1% | $3,311-37.4% | $3,470-40.2% |
| Admin fee / account holder | $512 | $4,027-87.3% | $5,131-90.0% | $4,888-89.5% |