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 27 8700 W BRYN MAWR AVE · CHICAGO, IL 60631 | Advisory (Plan) | $51,171 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,789 | $168,082+3.4% | $150,045+15.8% | - |
| Participation rate | 97.0% | 71.4%+25.5pp | 82.3%+14.6pp | - |
| Annual return | 16.35% | 24.81%-8.5pp | 62.55%-46.2pp | - |
| Employer contribution / active EE | $2,976 | $3,603-17.4% | $4,693-36.6% | - |
| Participant deferral / active EE | $5,998 | $7,053-15.0% | $7,997-25.0% | - |
| Admin fee / account holder | $457 | $7,866-94.2% | $13,435-96.6% | - |