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 MANAGEMENT2 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $29,827 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $19,473 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $13,615 |
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 | $71,476 | $73,404-2.6% | $87,100-17.9% | $67,579+5.8% |
| Participation rate | 80.1% | 80.9%-0.7pp | 76.9%+3.3pp | 71.3%+8.9pp |
| Annual return | 21.59% | 48.29%-26.7pp | 28.19%-6.6pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,879 | $2,014-6.7% | $2,521-25.5% | $2,148-12.5% |
| Participant deferral / active EE | $2,686 | $3,913-31.4% | $4,049-33.7% | $3,539-24.1% |
| Admin fee / account holder | $201 | $142+42.0% | $7,497-97.3% | $142+41.3% |