See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT7 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $78,221 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $28,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,604 | $88,890+1.9% | $102,423-11.5% | $77,643+16.7% |
| Participation rate | 95.1% | 80.9%+14.2pp | 76.5%+18.6pp | 70.6%+24.5pp |
| Annual return | 12.46% | 24.98%-12.5pp | 29.32%-16.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,925 | $2,698+8.4% | $3,023-3.2% | $2,726+7.3% |
| Participant deferral / active EE | $4,026 | $5,145-21.7% | $5,053-20.3% | $4,647-13.4% |
| Admin fee / account holder | $202 | $235-14.3% | $9,451-97.9% | $430-53.1% |