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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $39,031 |
ORGEL WEALTH MANAGEMENT6+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $18,981 |
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 | $87,028 | $63,764+36.5% | $81,930+6.2% | $79,858+9.0% |
| Participation rate | 91.1% | 67.5%+23.6pp | 72.0%+19.1pp | 69.6%+21.5pp |
| Annual return | 13.01% | 22.66%-9.7pp | 29.49%-16.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $571 | $1,795-68.2% | $4,310-86.8% | $2,471-76.9% |
| Participant deferral / active EE | $2,479 | $2,780-10.8% | $7,107-65.1% | $3,740-33.7% |
| Admin fee / account holder | $574 | $4,426-87.0% | $5,158-88.9% | $5,306-89.2% |