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 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $47,724 |
Service code 12 · EIN 48-1205033 | Claims processing; Participant loan p... | $22,684 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,268 | $69,305-1.5% | $82,313-17.1% | $69,631-2.0% |
| Participation rate | 88.1% | 80.3%+7.8pp | 76.9%+11.2pp | 70.7%+17.4pp |
| Annual return | 15.26% | 21.47%-6.2pp | 25.88%-10.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,036 | $3,568-14.9% | $3,706-18.1% | $3,224-5.8% |
| Admin fee / account holder | $228 | $97+134.5% | $5,608-95.9% | $110+106.3% |