See peer percentile detail. $4.99 for your first month.
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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 INSURANCE Service code 26 9855 WEST 78TH STREET, SUITE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Participants) | $40,944 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS Service code 15 · EIN 45-6062081 | Recordkeeping | $16,075 |
DUNBAR, BENDER & ZAPF, INC.7 years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 15 · EIN 25-1650062 | Recordkeeping | $6,075 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,807 | $78,485+1.7% | $106,213-24.9% | $74,495+7.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 75.3%-8.6pp | 67.2%-0.5pp |
| Annual return | 14.64% | 15.95%-1.3pp | 116.14%-101.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,177 | $2,523-53.3% | $3,171-62.9% | $2,623-55.1% |
| Participant deferral / active EE | $3,381 | $4,322-21.8% | $5,016-32.6% | $4,346-22.2% |
| Admin fee / account holder | $387 | $2,232-82.7% | $11,033-96.5% | $1,942-80.1% |