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 |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 27 9855 W 78TH STREET · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $70,936 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,671 |
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 | $112,122 | $130,194-13.9% | $169,993-34.0% | $71,457+56.9% |
| Participation rate | 94.3% | 86.1%+8.2pp | 87.0%+7.3pp | 67.9%+26.4pp |
| Annual return | 21.13% | 20.37%+0.8pp | 53.37%-32.2pp | 28.85%-7.7pp |
| Employer contribution / active EE | $7,298 | $4,381+66.6% | $6,785+7.6% | $2,588+182.0% |
| Participant deferral / active EE | $8,750 | $6,923+26.4% | $10,408-15.9% | $4,289+104.0% |
| Admin fee / account holder | $319 | $966-67.0% | $12,815-97.5% | $1,587-79.9% |