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 | $26,521 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $25,357 |
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 | $35,025 | $65,118-46.2% | $76,768-54.4% | $55,725-37.1% |
| Participation rate | 90.5% | 79.6%+10.9pp | 77.0%+13.6pp | 70.9%+19.7pp |
| Annual return | -5.61% | -1.27%-4.3pp | 2.43%-8.0pp | 244.93%-250.5pp |
| Employer contribution / active EE | $730 | $1,941-62.4% | $2,485-70.6% | $2,078-64.9% |
| Participant deferral / active EE | $2,519 | $3,688-31.7% | $3,852-34.6% | $3,356-24.9% |
| Admin fee / account holder | $146 | $116+25.8% | $6,675-97.8% | $115+26.5% |