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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $30,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,232 | $65,908-19.2% | $81,812-34.9% | $77,643-31.4% |
| Participation rate | 39.4% | 65.8%-26.4pp | 72.3%-32.9pp | 70.6%-31.1pp |
| Annual return | 13.75% | 26.64%-12.9pp | 773.79%-760.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,441 | $2,370-39.2% | $2,912-50.5% | $2,726-47.1% |
| Participant deferral / active EE | $3,106 | $3,505-11.4% | $4,319-28.1% | $4,647-33.2% |
| Admin fee / account holder | $284 | $526-46.1% | $7,386-96.2% | $430-34.1% |