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 MANAGEMENT8 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $78,803 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $41,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,905 | $98,727+11.3% | $113,168-2.9% | $85,563+28.4% |
| Participation rate | 94.3% | 80.8%+13.5pp | 76.6%+17.8pp | 66.0%+28.4pp |
| Annual return | 13.85% | 17.43%-3.6pp | 24.27%-10.4pp | 31.51%-17.7pp |
| Employer contribution / active EE | $2,922 | $2,907+0.5% | $2,975-1.8% | $2,654+10.1% |
| Participant deferral / active EE | $4,455 | $5,424-17.9% | $5,107-12.8% | $4,375+1.8% |
| Admin fee / account holder | $227 | $357-36.5% | $12,068-98.1% | $834-72.8% |