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 | $16,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,802 | $77,899+84.6% | $149,673-3.9% | $75,163+91.3% |
| Participation rate | 80.9% | 65.6%+15.3pp | 78.8%+2.1pp | 67.2%+13.7pp |
| Annual return | 20.46% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,794 | $3,137-10.9% | $4,818-42.0% | $2,670+4.7% |
| Participant deferral / active EE | $5,586 | $3,411+63.8% | $5,680-1.6% | $4,125+35.4% |
| Admin fee / account holder | $59 | $5,956-99.0% | $13,210-99.6% | $5,651-99.0% |