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 MANAGEMENT5 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $35,445 |
WIPFLI LLP5 years Service code 14 · EIN 39-0758449 | Plan Administrator | $24,355 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 14 · EIN 39-3647910 | Plan Administrator | $9,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,869 | $96,484+14.9% | $156,263-29.0% | $74,304+49.2% |
| Participation rate | 67.8% | 67.7%+0.1pp | 78.9%-11.1pp | 60.3%+7.4pp |
| Annual return | 13.18% | 17.73%-4.6pp | 59.47%-46.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,822 | $2,528+11.6% | $4,333-34.9% | $2,241+25.9% |
| Participant deferral / active EE | $3,951 | $4,286-7.8% | $6,158-35.8% | $3,767+4.9% |
| Admin fee / account holder | $473 | $3,728-87.3% | $14,255-96.7% | $2,969-84.1% |