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) | $30,126 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $26,454 |
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 | $31,471 | $71,142-55.8% | $119,609-73.7% | $64,808-51.4% |
| Participation rate | 92.7% | 78.6%+14.1pp | 79.3%+13.4pp | 71.5%+21.2pp |
| Annual return | 7.02% | -10.01%+17.0pp | -14.97%+22.0pp | 32.82%-25.8pp |
| Employer contribution / active EE | $1,695 | $2,497-32.1% | $4,232-60.0% | $2,506-32.4% |
| Participant deferral / active EE | $4,003 | $4,490-10.8% | $5,602-28.6% | $4,310-7.1% |
| Admin fee / account holder | $149 | $162-8.2% | $10,323-98.6% | $188-20.7% |