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.
| Provider | Service type | Compensation |
|---|---|---|
CHRISTENSEN GROUP FINANCIAL LLC1+ years Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 99 · EIN 87-4130828 | Other Fees | $6,204 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 · EIN 82-4555287 | Indirect Investment Fees | $5,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,810 | $31,741-40.7% | $56,411-66.7% | $199,593-90.6% |
| Participation rate | 12.8% | 32.3%-19.5pp | 52.5%-39.7pp | 72.0%-59.2pp |
| Annual return | 12.76% | 14.72%-2.0pp | 1701.33%-1688.6pp | 34.25%-21.5pp |
| Employer contribution / active EE | $29 | $508-94.3% | $1,039-97.2% | $3,034-99.0% |
| Participant deferral / active EE | $380 | $1,184-67.9% | $1,952-80.5% | $5,087-92.5% |
| Admin fee / account holder | $32 | $426-92.6% | $2,829-98.9% | $269-88.2% |