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 |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $56,779 |
ORGEL WEALTH MANAGEMENT3 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $52,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,716 | $79,519+5.3% | $95,952-12.8% | $73,409+14.0% |
| Participation rate | 83.3% | 81.2%+2.1pp | 77.1%+6.2pp | 72.2%+11.1pp |
| Annual return | 14.38% | 19.20%-4.8pp | 91.61%-77.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,417 | $2,048+18.0% | $2,541-4.9% | $2,234+8.2% |
| Participant deferral / active EE | $3,238 | $4,138-21.7% | $4,167-22.3% | $3,805-14.9% |
| Admin fee / account holder | $176 | $184-4.6% | $6,795-97.4% | $158+11.3% |