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 MANAGEMENT6+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $17,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,194 | $55,636+53.1% | $81,983+3.9% | $73,488+15.9% |
| Participation rate | 53.1% | 62.3%-9.2pp | 69.2%-16.2pp | 70.7%-17.6pp |
| Annual return | 15.57% | 19.07%-3.5pp | 41.31%-25.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $808 | $1,625-50.2% | $2,498-67.6% | $2,270-64.4% |
| Participant deferral / active EE | $2,357 | $2,762-14.7% | $3,722-36.7% | $3,740-37.0% |
| Admin fee / account holder | $206 | $493-58.1% | $5,664-96.4% | $513-59.8% |