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 |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 27 9855 W 78TH STREET · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $50,760 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,203 | $129,021-3.0% | $184,203-32.0% | $77,643+61.3% |
| Participation rate | 98.4% | 87.3%+11.1pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 16.92% | 33.27%-16.4pp | 28.81%-11.9pp | 31.24%-14.3pp |
| Employer contribution / active EE | $7,653 | $4,413+73.4% | $6,427+19.1% | $2,726+180.8% |
| Participant deferral / active EE | $8,805 | $7,297+20.7% | $9,131-3.6% | $4,647+89.5% |
| Admin fee / account holder | $241 | $254-5.1% | $13,901-98.3% | $430-44.1% |