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 MANAGEMENT1 year Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 2420 RIVERS EDGE DR. · ALTOONA, WI 547201494 | Advisory (Plan) | $46,031 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $21,898 |
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 | $61,985 | $65,118-4.8% | $76,768-19.3% | $55,725+11.2% |
| Participation rate | 92.1% | 79.6%+12.5pp | 77.0%+15.1pp | 70.9%+21.3pp |
| Annual return | -4.84% | -1.27%-3.6pp | 2.43%-7.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $502 | $1,941-74.1% | $2,485-79.8% | $2,078-75.8% |
| Participant deferral / active EE | $2,804 | $3,688-24.0% | $3,852-27.2% | $3,356-16.4% |
| Admin fee / account holder | $223 | $116+92.2% | $6,675-96.7% | $115+93.4% |