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 |
|---|---|---|
Service code 26 5500 W. MONROE ST. · CHICAGO, IL 60661 | Advisory (Participants) | $30,669 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,439 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,078 | $89,436-58.5% | $164,813-77.5% | $77,643-52.2% |
| Participation rate | 91.8% | 78.6%+13.2pp | 78.6%+13.2pp | 70.6%+21.2pp |
| Annual return | 16.25% | 28.83%-12.6pp | 69.93%-53.7pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,602 | $2,569-37.6% | $4,341-63.1% | $2,726-41.2% |
| Participant deferral / active EE | $4,195 | $4,897-14.3% | $6,031-30.4% | $4,647-9.7% |
| Admin fee / account holder | $138 | $339-59.4% | $12,690-98.9% | $430-68.0% |