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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,024 |
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 27 9855 W 78TH STREET · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $19,024 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,629 | $85,515-78.2% | $112,040-83.4% | $67,986-72.6% |
| Participation rate | 97.7% | 68.2%+29.5pp | 76.5%+21.2pp | 57.2%+40.5pp |
| Annual return | 15.80% | 29.68%-13.9pp | 24.52%-8.7pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,107 | $2,191-49.5% | $2,954-62.5% | $2,019-45.2% |
| Participant deferral / active EE | $3,093 | $4,014-23.0% | $5,098-39.3% | $3,358-7.9% |
| Admin fee / account holder | $163 | $3,774-95.7% | $12,098-98.7% | $3,203-94.9% |