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 INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $11,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,409 | $85,202+46.0% | $172,739-28.0% | $72,985+70.5% |
| Participation rate | 68.4% | 70.1%-1.7pp | 82.6%-14.3pp | 69.5%-1.1pp |
| Annual return | 23.83% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,692 | $3,324-49.1% | $5,143-67.1% | $2,440-30.6% |
| Participant deferral / active EE | $4,858 | $3,260+49.0% | $5,198-6.5% | $3,607+34.7% |
| Admin fee / account holder | $14 | $5,884-99.8% | $13,954-99.9% | $5,124-99.7% |