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) | $40,000 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,600 | $131,799+0.6% | $200,582-33.9% | $85,563+55.0% |
| Participation rate | 99.4% | 87.9%+11.4pp | 86.9%+12.5pp | 66.0%+33.4pp |
| Annual return | 21.54% | 21.59%-0.1pp | 42.33%-20.8pp | 31.51%-10.0pp |
| Employer contribution / active EE | $8,003 | $4,532+76.6% | $6,419+24.7% | $2,654+201.6% |
| Participant deferral / active EE | $8,681 | $7,702+12.7% | $9,331-7.0% | $4,375+98.4% |
| Admin fee / account holder | $183 | $235-22.1% | $16,305-98.9% | $834-78.0% |