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 | $17,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,052 | $73,867+61.2% | $143,757-17.2% | $68,494+73.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -19.04% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $6,579 | $3,184+106.6% | $4,951+32.9% | $2,596+153.4% |
| Participant deferral / active EE | $5,763 | $3,384+70.3% | $5,637+2.2% | $4,027+43.1% |
| Admin fee / account holder | $28 | $5,755-99.5% | $14,673-99.8% | $5,403-99.5% |