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 52-2114207 | Other Commissions | $18,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,063 | $299,959-51.3% | $185,823-21.4% | - |
| Participation rate | 71.7% | 61.2%+10.5pp | 81.7%-10.0pp | - |
| Annual return | 16.08% | 9.80%+6.3pp | 122.05%-106.0pp | - |
| Employer contribution / active EE | $6,950 | $1,731+301.5% | $5,167+34.5% | - |
| Participant deferral / active EE | $5,291 | $2,385+121.8% | $5,568-5.0% | - |
| Admin fee / account holder | $0 | $47,864-100.0% | $16,237-100.0% | - |