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 6-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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,060 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 15 · EIN 87-4130828 | Recordkeeping | $9,848 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,223 | $64,480-48.5% | $81,382-59.2% | $80,856-58.9% |
| Participation rate | 96.4% | 63.9%+32.6pp | 69.5%+26.9pp | 67.6%+28.8pp |
| Annual return | 10.41% | 16.34%-5.9pp | 24.73%-14.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,110 | $1,978+6.6% | $2,463-14.3% | $2,755-23.4% |
| Participant deferral / active EE | $2,698 | $3,094-12.8% | $3,883-30.5% | $4,296-37.2% |
| Admin fee / account holder | $282 | $5,671-95.0% | $5,768-95.1% | $6,918-95.9% |