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 37 · EIN 04-2647786 | Loan Processing | $4,090 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 61 · EIN 52-2114207 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,895 | $75,828+2.7% | $147,614-47.2% | $59,632+30.6% |
| Participation rate | 89.6% | 71.6%+18.0pp | 84.6%+5.0pp | 68.7%+20.9pp |
| Annual return | -0.81% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $9,856 | $3,485+182.8% | $5,564+77.1% | $2,203+347.5% |
| Participant deferral / active EE | $4,487 | $3,130+43.3% | $4,895-8.3% | $3,192+40.6% |
| Admin fee / account holder | $18 | $5,985-99.7% | $11,611-99.8% | $4,297-99.6% |