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 | $72,411 |
ORGEL WEALTH MANAGEMENT5 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $63,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,511 | $72,254-2.4% | $86,677-18.7% | $64,808+8.8% |
| Participation rate | 89.9% | 80.4%+9.5pp | 76.6%+13.3pp | 71.5%+18.4pp |
| Annual return | -12.51% | 392.42%-404.9pp | 35.91%-48.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $2,387 | $2,393-0.2% | $2,836-15.8% | $2,506-4.7% |
| Participant deferral / active EE | $3,595 | $4,658-22.8% | $4,656-22.8% | $4,310-16.6% |
| Admin fee / account holder | $187 | $174+7.3% | $7,493-97.5% | $188-0.6% |