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 MANAGEMENT1 year Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $8,910 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INCE Service code 13 DBA FUTUREPLAN BY ASCENSUS · DRESHER, PA 19025 | Contract Administrator | $5,422 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,067 | $64,707-70.5% | $112,228-83.0% | $68,494-72.2% |
| Participation rate | 79.3% | 67.2%+12.1pp | 75.1%+4.2pp | 67.9%+11.4pp |
| Annual return | -12.66% | -11.40%-1.3pp | 27.45%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $154 | $5,232-97.1% | $6,410-97.6% | $5,403-97.1% |