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 MANAGEMENT9+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 99 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Other Fees | $18,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,739 | $59,101+21.4% | $77,163-7.0% | $75,163-4.6% |
| Participation rate | 97.0% | 63.9%+33.2pp | 69.6%+27.4pp | 67.2%+29.8pp |
| Annual return | 16.10% | 26.71%-10.6pp | 37.87%-21.8pp | 160.62%-144.5pp |
| Employer contribution / active EE | $686 | $1,995-65.6% | $2,535-72.9% | $2,670-74.3% |
| Participant deferral / active EE | $3,240 | $2,999+8.0% | $3,833-15.5% | $4,125-21.5% |
| Admin fee / account holder | $277 | $4,774-94.2% | $5,472-94.9% | $5,651-95.1% |