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 | $76,359 |
ORGEL WEALTH MANAGEMENT6 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $67,981 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,503 | $99,078-6.6% | $96,544-4.2% | $74,419+24.3% |
| Participation rate | 90.6% | 80.7%+9.9pp | 76.0%+14.6pp | 70.7%+19.8pp |
| Annual return | 14.46% | 22.48%-8.0pp | 25.84%-11.4pp | 34.38%-19.9pp |
| Employer contribution / active EE | $2,865 | $2,570+11.5% | $2,965-3.4% | $2,637+8.6% |
| Participant deferral / active EE | $4,202 | $4,933-14.8% | $4,851-13.4% | $4,528-7.2% |
| Admin fee / account holder | $223 | $225-0.9% | $8,252-97.3% | $348-36.0% |