Filed February 5, 2018 (most recent of 2 filings on file)
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 MANAGEMENT3+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $13,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,071 | $46,297+44.9% | $71,671-6.4% | $62,292+7.7% |
| Participation rate | 49.3% | 60.6%-11.3pp | 68.7%-19.4pp | 69.5%-20.2pp |
| Annual return | 15.24% | 22.32%-7.1pp | 20.65%-5.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $646 | $1,412-54.3% | $2,460-73.7% | $2,042-68.4% |
| Participant deferral / active EE | $1,857 | $2,235-16.9% | $3,438-46.0% | $3,169-41.4% |
| Admin fee / account holder | $177 | $461-61.5% | $5,558-96.8% | $479-63.0% |