See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8700 W BRYN MAWR AVE · CHICAGO, IL 60631 | Advisory (Plan) | $44,736 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,216 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,752 | $101,317+52.7% | $146,958+5.3% | $74,495+107.7% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.2pp |
| Annual return | 11.98% | 8730.91%-8718.9pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $6,912 | $3,810+81.4% | $4,933+40.1% | $2,623+163.5% |
| Participant deferral / active EE | $5,493 | $7,303-24.8% | $8,070-31.9% | $4,346+26.4% |
| Admin fee / account holder | $414 | $1,739-76.2% | $12,998-96.8% | $1,942-78.7% |